Wealth Relationship Officer

Job overview

The Wealth Relationship Officer is an onsite role based in Irvine, CA, with compensation not specified. This position supports HSBC in its mission to provide outstanding service to banking and wealth clients. The role exists to support Wealth Relationship Managers (WRMs) by managing administrative and servicing activities. It contributes to the bank's goals by increasing client-facing capacity for WRMs and ensuring efficient resolution of client inquiries.

What you'll do

• Provides sales support to Wealth Relationship Managers.
• Manages day-to-day client contact and servicing.
• Resolves transactional inquiries.
• Prepares and completes sales documents.
• Manages data input and report generation.
• Liaises with internal support functions.
• Enters client trade orders and opens new accounts under direction.
• Supports banking portions of client portfolios.

What we're looking for

Skills & competencies

full-time

day shift

irvine ca

hsbc

wealth management

banking

relationship management

finra

mandarin

client service

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive pay and benefits package, Wellness Hub, volunteerism policy, matching gift program, and Sustainability and Climate Change Initiatives.

Why this role

Requires FINRA Series 7 and 63 licensing; fluency in Mandarin is required.

About the employer

HSBC is hiring for this role. Industry: Commercial Banking. Sector: 52.