Wealth Relationship Manager

Welcome to HSBC, a leading global bank with a strong focus on building long-term relationships with our clients. We are currently seeking a highly motivated and experienced Wealth Relationship Manager to join our team. In this role, you will have the opportunity to work with high net worth individuals, providing personalized financial solutions to help them achieve their wealth management goals. As a Wealth Relationship Manager, your expertise in financial planning, investment products, and client relationship management will be crucial in driving our business forward. If you are passionate about building strong client relationships and have a deep understanding of the wealth management industry, we invite you to join our dynamic team at HSBC.

1. Establish and maintain strong relationships with high net worth individuals to understand their financial needs and goals.
2. Provide personalized financial advice and solutions to clients based on their risk tolerance, investment objectives, and financial situation.
3. Proactively identify opportunities to grow the business by cross-selling and upselling HSBC's wealth management products and services.
4. Conduct thorough financial analysis and present comprehensive financial plans to clients.
5. Stay updated on market trends and industry developments to provide relevant and timely advice to clients.
6. Collaborate with internal teams such as investment advisors, product specialists, and portfolio managers to ensure clients' needs are met.
7. Foster a customer-centric culture by delivering exceptional service and maintaining high client satisfaction levels.
8. Adhere to all regulatory and compliance guidelines in the handling of client accounts and confidential information.
9. Maintain accurate and up-to-date client records and reports.
10. Participate in networking events and other activities to promote HSBC's wealth management services and attract new clients.
11. Continuously develop and enhance knowledge of wealth management products, services, and best practices through training and professional development opportunities.
12. Act as a brand ambassador for HSBC, promoting the bank's values and building a positive image in the community.

According to JobzMall, the average salary range for a Wealth Relationship Manager in New York, NY, USA is $101,000 - $167,000 per year. This range can vary depending on factors such as the size and reputation of the company, the experience and qualifications of the individual, and the specific responsibilities and duties of the role. Additionally, bonuses and other forms of compensation may also be included in the total salary package.

HSBC Holdings Plc operates as a holding company for the HSBC Group. It provides banking and financial services through four global businesses, including Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking. The company's operating segments are organized into six geographical regions, including Europe, Hong Kong, Rest of Asia Pacific, Middle East and North Africa, North America and Latin America.