Description
HSBC is hiring a Wealth Relationship Manager to build and manage relationships with high-value clients through tailored wealth solutions across banking, investments, and insurance. The role involves needs assessments, asset allocation recommendations, wallet-share growth, prospect pipeline development, community engagement, and collaboration with service, compliance, credit, risk, and internal control teams. FINRA Series 7 and 66 (or 63 and 65) licensing is required, along with life and health insurance licenses or willingness to sponsor them, and experience in non-traditional banking financial sales.
