Senior Wealth Relationship Strategist
hsbc global servicesBeverly Hills (CA)
Senior Wealth Relationship Strategist
Posted today
hsbc global servicesBeverly Hills (CA)
SENIORITY
Senior
About the role
HSBC in Beverly Hills is seeking a Wealth Relationship Manager to build meaningful relationships with high-value clients. You will work with a Wealth Relationship Officer and service teams to deliver tailored banking, investments and insurance solutions based on client objectives, risk tolerance, and asset allocation needs.
You will cultivate a strong pipeline, deepen engagement, and collaborate across Compliance, Credit and Risk to ensure a balanced risk framework while expanding wallet share
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.