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Wealth Relationship Development Manager

HSBC Group
CHATHAM, NJ Full Time
POSTED ON 2/2/2025
AVAILABLE BEFORE 3/3/2025

Our goal at HSBC is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay and variable pay. Variable pay takes the form of discretionary, annual awards, sometimes referred to as a 'bonus'.

The Wealth Relationship Development Manager plays a crucial role in building and maintaining valuable relationships with high net worth client portfolios. This involves acquiring, developing, advising, and retaining a portfolio of clients, while delivering needs-based solutions through effective communication, influencing, and sales skills.

To succeed in this role, you'll need to demonstrate strong business development skills to work with outside contacts of influence (COI) to develop self-sourced business. Experience in non-traditional banking financial sales, providing client recommendations, and increasing sales is essential.

Expert knowledge in wealth planning and wealth products, macroeconomics/microeconomics/local market developments, and external regulatory framework relevant to wealth management is also required. You should have a good understanding of how to work with Compliance, Credit & Risk, and Internal Control to ensure a balanced risk operating environment.

HSBC offers a range of benefits, including a competitive pay package, a robust Wellness Hub, and a welcoming, diverse, and inclusive work environment. You'll be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and comprehensive Sustainability and Climate Change Initiatives.

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