Wealth Relationship Manager
Employment type
Full-time
Work setting
On-site
Location
San Francisco, CA
Schedule
Day shift
Posted
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Job overview
The Wealth Relationship Manager is an onsite role based in San Francisco, CA. Compensation is not specified. This role supports the branch and retail banking division at HSBC. This role focuses on acquiring, developing, and retaining high-value client relationships through tailored wealth planning. The manager provides solutions across banking, investments, and insurance, partnering with internal teams to deliver a joined-up client experience.
What you'll do
- Provide financial solutions
- increase wallet share
- conduct needs assessments
- build asset allocation recommendations
- develop prospect pipeline
- represent HSBC in community organizations.
What we're looking for
- Skills & competencies
- full-timeday shiftsan francisco cahsbcwealth managementbankingfinanceonsiteno salary specified
- Work arrangement
- Weekend coverage required
Benefits & perks
- Competitive pay and benefits package, Wellness Hub, volunteerism policy, matching gift program.
Why this role
Focus on high-value client relationships and wealth planning.
About the employer
HSBC is hiring for this role. Industry: Commercial Banking. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Commercial Banking
- Occupation code
- 41-3031.00
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Listing ID: d188fddd-36b9-4ea2-b10f-77b03515c703