Wealth Relationship Manager

Job overview

The Wealth Relationship Manager is an onsite role based in Irvine, CA, with compensation not specified. This position supports the Branch and Retail Banking area at HSBC. The role builds meaningful relationships with high-value clients, providing financial solutions and wealth planning advice. The manager acquires, develops, and retains a portfolio of clients while maintaining high standards of service excellence.

What you'll do

• Build long-lasting client relationships
• Develop strategies to increase wallet share
• Conduct needs assessments for banking and investment products
• Represent the company in community organizations
• Maintain an active prospect pipeline.

What we're looking for

Skills & competencies

full-time

day shift

irvine ca

hsbc

banking

wealth management

sales

mandarin

relationship management

onsite

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive pay, benefits package, wellness hub, volunteerism policy.

Why this role

Mandatory fluency in Mandarin Chinese; requires Series 7, 66, and Life/Health insurance licenses.

About the employer

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