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Wealth Relationship Manager

2 months ago

Brooklyn, United States HSBC Full time
  • The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients.
  • Here’s what you can expect:As the Wealth Relationship Manager, you will build deep, long-lasting and mutually valuable relationships in which you will provide financial solutions and opportunities to your portfolio of clients.
  • You will 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.
  • 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.
  • Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required.
  • We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment.
  • You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.
  • wayup All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.