Wealth Relationship Manager - Beverly Hills CA - Full-Time Day Shift

Job overview

The Wealth Relationship Manager is an onsite position based in Beverly Hills, CA. Compensation is not specified. This role supports the HSBC Branch and Retail Banking team by managing high-value client relationships. The role exists to acquire, develop, and retain a portfolio of high-value clients through tailored wealth planning. It contributes to the company's mission of opening a world of opportunity by providing banking, investment, and insurance solutions aligned with client objectives.

What you'll do

• Provide financial solutions
• increase wallet share
• conduct needs assessments
• build asset allocation recommendations
• develop prospect pipelines
• represent HSBC in the community
• partner with compliance and risk teams.

What we're looking for

Skills & competencies

full-time

day shift

beverly hills ca

hsbc

banking

wealth management

financial sales

relationship manager

onsite

weekend required

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive pay, wellness hub, volunteerism policy, matching gift program.

Why this role

Focus on high-value wealth management and relationship building.

About the employer

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