Summary from listing
HSBC is hiring a Wealth Relationship Manager to build and grow 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 coordination with compliance, credit, risk, and internal control teams. Applicants must be authorized to work in the United States, hold FINRA Series 7 and 66 (or 63 and 65) licenses, and have life and health insurance licenses or be willing to sponsor them; the position does not offer immigration sponsorship.
