HSBC

Wealth Relationship Manager

HSBC

Flushing, Queens, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a driven and experienced financial professional looking for a new challenge? HSBC is seeking a Wealth Relationship Manager to join our dynamic team! As a Wealth Relationship Manager, you will play a crucial role in building and maintaining relationships with our high net worth clients, providing them with personalized wealth management solutions. We are looking for candidates with a strong background in finance and a passion for delivering exceptional customer service. If you are ready to take the next step in your career and join a globally recognized bank, we want to hear from you!

  • Build and maintain relationships with high net worth clients to understand their financial goals and provide personalized wealth management solutions
  • Develop and implement strategies to grow and retain client assets
  • Conduct financial analysis and evaluate clients' risk tolerance to provide tailored investment recommendations
  • Collaborate with other wealth management professionals, such as financial advisors and portfolio managers, to provide comprehensive financial services to clients
  • Stay updated on financial market trends and industry regulations to ensure the delivery of up-to-date and compliant services
  • Provide exceptional customer service by promptly addressing client inquiries and concerns
  • Build and maintain a strong network of referral sources to attract new clients and expand business opportunities
  • Utilize client relationship management systems to track and report on client interactions and progress
  • Meet and exceed sales targets and contribute to the overall success of the wealth management team
  • Continuously seek opportunities for professional development and stay informed about changes and advancements in the financial industry.
Where is this job?
This job is located at Flushing, Queens, NY, USA
Job Qualifications
  • Strong Understanding Of Financial Markets, Investment Products, And Wealth Management Strategies

  • Proven Track Record Of Building And Maintaining Relationships With High Net Worth Clients

  • Bachelor's Degree In Finance, Business, Economics, Or Related Field

  • Minimum Of 3-5 Years Of Experience In Wealth Management Or Financial Advisory Role

  • Excellent Communication And Presentation Skills, With The Ability To Effectively Explain Complex Financial Concepts To Clients

Required Skills
  • Risk Management

  • Financial Planning

  • Market Research

  • Client Relations

  • wealth management

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Investment Strategies

  • Insurance Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Relationship Manager in Flushing, Queens, NY, USA is between $90,000 and $120,000 per year. However, this can vary depending on the specific company, experience, and qualifications of the individual. Some Wealth Relationship Managers in this area may earn higher salaries, potentially up to $200,000 or more per year.

Additional Information
HSBC is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMay 15th, 2026
Apply BeforeJune 14th, 2026
This job posting is from a verified source. 

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About HSBC

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.

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