Wealth Relationship Manager

2 weeks ago


Chatham, New Jersey, United States HSBC Group Full time
Job Title: Wealth Relationship Manager

At HSBC Group, we're committed to helping our customers achieve their financial goals. As a Wealth Relationship Manager, you'll play a key role in building and maintaining strong relationships with high net worth clients, providing them with tailored financial solutions and advice.

Key Responsibilities:
  • Develop and maintain a deep understanding of clients' financial needs and goals
  • Provide expert advice on banking, investment, and insurance products and services
  • Build and maintain strong relationships with clients, identifying opportunities to increase wallet share and grow the business
  • Collaborate with internal teams to ensure seamless delivery of financial solutions
  • Stay up-to-date with market trends and regulatory changes to provide informed advice to clients
Requirements:
  • Meaningful experience in non-traditional banking financial sales, providing client recommendations and increasing sales
  • Expert knowledge in wealth planning and wealth products, including macroeconomics, microeconomics, and external regulatory frameworks
  • 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
  • Self-motivated and self-driven individual with strong relationship and communications skills
What We Offer:
  • Competitive total reward package, including fixed pay and variable pay
  • Opportunities for professional development and growth within the company
  • Collaborative and inclusive work environment
  • Access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow


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