What are the responsibilities and job description for the Wealth Relationship Strategist position at HSBC Group?
Job Overview
Hired as a Wealth Relationship Manager, you will be responsible for building and maintaining meaningful relationships with high-value clients. As a key member of the team, your primary focus will be to provide exceptional client service, expert advice, and tailored financial solutions to meet the unique needs of our customers.
Salary and Benefits
The successful candidate will receive a competitive fixed pay range between $100,000 and $200,000. In addition, HSBC offers a wide range of benefits designed to support your overall well-being, finances, and lifestyle. These include a robust Wellness Hub, access to professional development opportunities, and an industry-leading volunteerism policy.
Key Responsibilities
As a Wealth Relationship Manager, your key responsibilities will include:
Required Skills and Qualifications
To succeed in this role, you will need to possess the following skills and qualifications:
Hired as a Wealth Relationship Manager, you will be responsible for building and maintaining meaningful relationships with high-value clients. As a key member of the team, your primary focus will be to provide exceptional client service, expert advice, and tailored financial solutions to meet the unique needs of our customers.
Salary and Benefits
The successful candidate will receive a competitive fixed pay range between $100,000 and $200,000. In addition, HSBC offers a wide range of benefits designed to support your overall well-being, finances, and lifestyle. These include a robust Wellness Hub, access to professional development opportunities, and an industry-leading volunteerism policy.
Key Responsibilities
As a Wealth Relationship Manager, your key responsibilities will include:
- Building and maintaining long-term relationships with high net worth clients
- Providing expert advice on wealth planning, investment, and insurance products
- Identifying and pursuing new business opportunities through referrals and community engagement
Required Skills and Qualifications
To succeed in this role, you will need to possess the following skills and qualifications:
- Meaningful experience in non-traditional banking financial sales
- Expert knowledge of wealth planning and wealth products
- Strong client focus and ability to deliver needs-based solutions
- Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses
Salary : $100,000 - $200,000
