Wealth Relationship Manager
Employment type
Full-time
Work setting
On-site
Location
Cupertino, CA
Schedule
Day shift
Posted
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Job overview
The Wealth Relationship Manager is an onsite role based in Cupertino, CA. Compensation is not specified, and the role supports the branch and retail banking division at HSBC. This role is responsible for building meaningful relationships with high-value clients. The manager acquires, develops, and retains a portfolio by providing tailored wealth planning solutions across banking, investments, and insurance based on client objectives and risk tolerance.
What we're looking for
- Skills & competencies
- full-timeday shiftcupertino cahsbcwealth managementbankingrelationship managerfinancesalesonsite
- Work arrangement
- Weekend coverage required
Benefits & perks
- Competitive pay, wellness hub, volunteerism policy, matching gift program
About the employer
HSBC is hiring for this role. Industry: Commercial Banking. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Commercial Banking
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: f209c924-c0ba-4a50-9a6f-ae73e9fef2dc