Wealth Relationship Manager
Employment type
Full-time
Work setting
On-site
Location
Seattle, WA
Schedule
Day shift
Posted
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Job overview
The Wealth Relationship Manager is an onsite role based in Seattle, WA. Compensation is not specified, and this role supports the branch and retail banking team at HSBC. This position focuses on acquiring, developing, and retaining high-value client relationships through tailored wealth solutions. The role involves conducting needs assessments, recommending investment and insurance products, and building a strong pipeline through community connections.
What you'll do
- Provide financial solutions
- increase wallet share
- conduct needs assessments
- build asset allocation recommendations
- develop prospect pipeline.
What we're looking for
- Skills & competencies
- full-timeday shiftseattle wawealth managerbankingonsiteno on-callno travelhsbc
- Work arrangement
- Weekend coverage required
Benefits & perks
- Competitive pay, wellness hub, volunteerism policy, matching gift program, employee resource groups.
Why this role
Requires FINRA Series 7 and 66 licensing; life and health insurance licenses required.
About the employer
HSBC is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trust, Fiduciary, and Custody Activities
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: b65240eb-8c56-4f4a-873c-a9993e60ea7e