Wealth Relationship Officer

6 days ago

Irvine, California, United States HSBC Full time
Job Summary

We are seeking a highly skilled and experienced Wealth Relationship Officer to join our team at HSBC. As a key member of our relationship team, you will play a pivotal role in supporting our Wealth Relationship Managers (WRMs) in delivering exceptional client experiences and driving business growth.

Key Responsibilities
  • Provide high-quality sales support to WRMs, enabling them to focus on high-value activities such as client acquisition, cross-selling, and retention.
  • Reduce the time spent on administrative tasks by WRMs, allowing them to increase their capacity to meet clients and address their needs.
  • Support WRMs in managing client contact and service, including resolving client inquiries and facilitating a smooth hand-off to the correct channels.
  • Prepare and complete sales documents, manage data input and report generation, and liaise with support functions to ensure seamless client purchase processes.
Requirements
  • Series 7, 63, and life and health insurance licenses required.
  • Minimum of three years' experience in the financial services industry.
  • Strong interpersonal and responsiveness skills, with good decision-making and ability to deliver.
  • Knowledge of brokerage products and services, operations, and pertinent regulations.
  • Previous experience in Retail/Premier Bank sales preferred.
  • Understanding of core products, Premier proposition, and familiar with retail and wealth product processes.
  • Understanding of relationship management systems (CRM and RM Platform, etc.).
  • Solid understanding of appropriate branch operational procedures.
  • Foreign language skills, such as Mandarin and/or Cantonese, required.
What We Offer

As an HSBC employee, you will have access to tailored professional development opportunities, a competitive pay and benefits package, and a welcoming, diverse, and inclusive work environment. We value difference and believe that our employees' unique perspectives and experiences are essential to our success.

HSBC is an equal opportunities employer and welcomes applications from all qualified candidates. We are committed to employing only those who are authorized to work in the U.S. and will not engage in immigration sponsorship for this position.

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