HSBC
Join to apply for the
Wealth Relationship Manager (WRM)
role at
HSBC .
This range is provided by HSBC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
Responsibilities
Build deep, long‑lasting and mutually valuable relationships in which you will provide financial solutions and opportunities to your portfolio of clients.
Maintain the highest standard of excellence in developing strategies to increase wallet share of existing clients and identifying product opportunities within the business through regularly collecting, updating and analysing client financials.
Conduct full needs assessments with current and potential wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations.
Represent the company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline. Business development through existing relationships and COI’s (certificate of insurance) will also be expected.
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well‑being, finances, and lifestyle.
Qualifications
Meaningful experience in non‑traditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net‑worth client portfolios.
Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management.
Foreign language skills, such as Mandarin, are required.
Strong client focus and ability to deliver needs‑based solutions through effective communication, influencing, and sales skills.
Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources.
Strong business development skills to work with outside COI’s to develop self‑sourced business.
Self‑motivated and self‑driven individual with strong relationship and communications skills.
Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
Series 7, 66 (in lieu of 63 and 65), California Life and Health insurance licenses required.
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Wealth Relationship Manager (WRM)
role at
HSBC .
This range is provided by HSBC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
Responsibilities
Build deep, long‑lasting and mutually valuable relationships in which you will provide financial solutions and opportunities to your portfolio of clients.
Maintain the highest standard of excellence in developing strategies to increase wallet share of existing clients and identifying product opportunities within the business through regularly collecting, updating and analysing client financials.
Conduct full needs assessments with current and potential wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations.
Represent the company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline. Business development through existing relationships and COI’s (certificate of insurance) will also be expected.
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well‑being, finances, and lifestyle.
Qualifications
Meaningful experience in non‑traditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net‑worth client portfolios.
Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management.
Foreign language skills, such as Mandarin, are required.
Strong client focus and ability to deliver needs‑based solutions through effective communication, influencing, and sales skills.
Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources.
Strong business development skills to work with outside COI’s to develop self‑sourced business.
Self‑motivated and self‑driven individual with strong relationship and communications skills.
Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
Series 7, 66 (in lieu of 63 and 65), California Life and Health insurance licenses required.
#J-18808-Ljbffr