Wealth Relationship Officer, HSBC

Wealth Relationship Officer

HSBC

Location:
United States, Beverly Hills

Category:
Banking

Contract Type:
Not provided

Salary:

82600.00 - 123900.00 USD / Year

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Job Description:

The Wealth Relationship Officer works closely with the Wealth Relationship Manager and the overall Relationship Team to provide an outstanding customer experience to valuable banking and wealth clients. The goal of this role is to provide high quality support and reduce the time spent on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address clients' needs and conduct higher value activities which will contribute to the overall cost efficiency ratio.

Job Responsibility:

Provide high quality support and reduce time spent on process and administrative tasks by Wealth Relationship Manager
Support Wealth Relationship Manager for banking portions of assigned portfolio
Deliver service and support activities for banking and wealth products
Serve as point of contact for clients during Wealth Relationship Manager absence
Provide sales support to licensed sales staff
Open and close the Wealth Center
Review and approve day to day banking transactions

Requirements:

Strong understanding of the brokerage and banking industry, trading opportunities and banking and brokerage products
Experience working in the financial services industry
Spanish language skillset preferred
Ability to build relationships and identify opportunities to help both clients and team members achieve their financial goals
Understanding of relationship management systems and experience managing clients
Knowledge of Anti Money Laundering practices and relevant regulatory governance in the US
Series 7, 63, Life and Health insurance licenses required
Must be legally authorized to work in the U.S.

Nice to have:

Spanish language skillset

What we offer:

Competitive pay and benefits package
Robust Wellness Hub
Professional development opportunities
Industry-leading volunteerism policy
Generous matching gift program
Sustainability and Climate Change Initiatives
Employee Resource Groups

Additional Information:

Job Posted:
October 03, 2025

Expiration:
October 16, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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