Jobs in the United States

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Added 4 mins ago
Vice President, Consumer Payments, Content, Media & Digital Innovation
Visa International Service Association
Miami, FL
Visa requires at least 3 days in office, expectations of these days will be confirmed by your Hiring Manager
Added 4 mins ago
YO
WISe Care Coordinator (Case Manager w/ AD)
YMCA Of Greater Seattle
Seattle, WA
- $25 to $28 USD / hour
In coordination with the program director and collaboration with the youth and family team, ensure client's transitions are well coordinated and facilitated, including placements and…
Added 9 mins ago
G
Mission Strategy and Transformation Manager
Guidehouse
SPRINGFIELD, VA
- $113,000 to $188,000 USD / year
…supporting the establishment, maturation, and operation of a Program Executive Office (PEO) responsible for mission-critical GEOINT…
Added 9 mins ago
A
Field Service Engineer (Virginia)
Abbott
Lynchburg, VA
- $22.45 to $44.85 USD / hour
Must have a Valid Driver’s License
Added 9 mins ago
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Previous experience as a Program Manager and/or PMI PMP desired.
Added 9 mins ago
Project Engineer - Acquisition Lead
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Serve as acquisition support to the government Program Manager (PM) with responsibility for technical knowledge of the assigned teams and programs/projects.
Added 9 mins ago
Mission Technology Acceleration Program Lead
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Added 11 mins ago
GIS Field Technician (Travel Role)
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Added 11 mins ago
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Added 11 mins ago
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Added 24 mins ago
Consumer Auto Underwriter - Digital Team
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Hybrid roles are generally expected to be in the office a certain number of days per week as indicated by your manager · Location: remote but must live in the state of CA, AZ, NV, OR, TX, WA, or WY
Added 24 mins ago
Donor Recruitment Associate (Sales)
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Statewide, OR
The successful candidate must reside within, and work primarily from, one of the following communities or the immediate surrounding area:
Added 24 mins ago
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Production Forester
Nuveen Investments
Gearhart, OR
- $75,000 to $105,000 USD / year
Supervise all aspects of forest operations in a manner that ensures client goals and objectives are met regarding financial returns, capital preservation, compliance, and environmental…
Added 24 mins ago
Graduate, Engineer Electrical - Substation (EDGE) Job Details | Black & Veatch Family of Companies
Black & Veatch
Tualatin, OR
All applicants must have work authorization and will not now or in the future require sponsorship of a visa · Must have a cumulative GPA of 3.0 or higher
Added 24 mins ago
Retail Coverage Merchandiser
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Visit assigned stores to ensure our client’s products are available, properly displayed, and driving incremental sales.
Added 24 mins ago
Project Manager - Kiewit Power Delivery Engineering
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Portland, OR
We are seeking an experienced Engineering Project Manager to support our expanding Power Delivery team, which provides engineering and design services to major utilities and transmission &…
Added 24 mins ago
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Manager, Business Development – Middle Market Field (Seattle, Olympia, Portland)
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Portland, OR
- $69,750 to $128,000 USD / year
…fastest-growing commercial segments in the U.S. As a Field Sales Manager of Business Development you will play a pivotal role in expanding our reach among companies with annual revenues…
Added 24 mins ago
Manager Knowledge Based Engineering - Supply Chain
Deloitte
Portland, OR
…miss the chance to be part of a team that provides exceptional client value while advancing your professional journey. Apply now and become a vital part of our innovative and dynamic…
Added 24 mins ago
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Enterprise Task Order Delivery Owner
Oracle
Salem, OR
- $91,400 to $187,000 USD / year
Oracle Health Government Services is seeking a skilled Federal Program Manager specializing in federal task order ownership, contract delivery, scope governance, requirements management,…
Added 24 mins ago
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Cloud Consulting Delivery Lead- Fusion Applications
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- $126,200 to $264,100 USD / year
As needed, act as functional Executive Sponsor for a complex program/client, providing guidance and direction to project team and client.
Added 24 mins ago
FINANCE MANAGER
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The Financial Manager is a results-oriented finance focus role reporting to the Sr Director of Finance. This role also works closely with operations leadership and the broader finance team.…
Added 24 mins ago
Data Architect- Aerospace, Defense, and Mobility Sector - Senior Manager- Consulting - Open Location
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To qualify for the role, you must have:
Added 24 mins ago
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If you love building relationships and sharing your expertise with others, you may be the perfect Sourcing and Meeting Manager for our team. In this role, you’ll guide clients through the…
Added 24 mins ago
Facilities Management Director - Wakefield, RI
Compass Group, North America
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Must have knowledge and expertise in NFPA, TJC, CMS, DNV, EPA, and OSHA codes and regulations and the ability to interpret and implement
Added 24 mins ago
Facilities Management Director - Binghamton, NY
Compass Group, North America
Salem, OR
Must have knowledge and expertise in NFPA, TJC, CMS, DNV, EPA, and OSHA codes and regulations and the ability to interpret and implement

HSBC Global Services Limited

Wealth Relationship Manager

San Francisco, CA, United States

Apply on apply.careers.hsbc.com About employer

Applications open in a new tab.

Job details

Apply by: Nov 26, 2026
Posting language: English
Posted: Nov 9, 2026

Original job description

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities, and the planet we all share

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Why HSBC

HSBC is one of the largest banking and financial services organizations in the world. Guided by our purpose of opening a world of opportunity, our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do.

The Opportunity

As a Wealth Relationship Manager, you’ll work closely with a Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. The role focuses on acquiring, developing, advising and retaining a portfolio through strong fundamentals in wealth planning. You’ll provide solutions across banking, investments and insurance based on each client’s objectives, risk tolerance and appropriate asset allocations. Success means deepening relationships, increasing wallet share and building a strong pipeline through referrals and community connections. You’ll also partner with Compliance, Credit and Risk and Internal Control to support a balanced risk operating environment.

What you'll be doing

Provide financial solutions and opportunities across a portfolio of high-value clients
Increase wallet share within existing relationships and identify product opportunities
Conduct full needs assessments and recommend banking, investment and insurance solutions aligned to objectives and risk tolerance
Build asset allocation recommendations that reflect each client’s goals and suitability considerations
Develop and maintain an active prospect pipeline to support portfolio growth
Represent HSBC in community organizations and activities to strengthen visibility and referral networks
Partner with service teams and the Wealth Relationship Officer to deliver a joined-up client experience
Coordinate with Compliance, Credit and Risk and Internal Control to maintain a balanced risk operating environment

What we're looking for

FINRA Series 7 and 66 (or 63 and 65) licensing required
Life and Health insurance licenses or willing to sponsor
Bring meaningful experience in non-traditional banking financial sales including making client recommendations and increasing sales
Apply expert knowledge of wealth planning and wealth products in client conversations and solutions
Interpret macroeconomic, microeconomic and local market developments and apply insights to client needs
Use knowledge of Anti Money Laundering and relevant US regulatory governance in day-to-day activities
Work within the external regulatory framework relevant to wealth management
Deliver needs-based solutions using effective communication, influencing and sales skills
Strengthen relationships within an existing client base to build referrals and deepen engagement
Build business through centers of influence (COIs) and self-sourced opportunities
Partner effectively with Compliance, Credit and Risk and Internal Control to support risk-balanced outcomes
Fluency in Spanish is required to effectively support our target client base; proficiency in Portuguese is a plus

Growing meaningful wealth relationships

This role offers the opportunity to shape outcomes for high-value clients through thoughtful, need-based advice across banking, investments and insurance. You’ll build long-term relationships, expand existing connections and create new opportunities through referrals and community presence. If you’re looking to apply your wealth planning expertise in a role focused on deepening client relationships and building portfolio growth, this is a chance to make that impact at HSBC.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

Work requirements

Jobs in the United States