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Audit Manager (Remote)
GPAC
Bay Village, OH
- $118,000 to $145,000 USD / year
Lead audits from anywhere. A growing CPA firm with Ohio roots is hiring a fully remote Audit Manager. This search is centered on the Cleveland area.
Added just now
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Audit Manager (Remote)
GPAC
Avon Lake, OH
- $118,000 to $145,000 USD / year
Lead audits from anywhere. A growing CPA firm with Ohio roots is hiring a fully remote Audit Manager. This search is centered on the Cleveland area.
Added just now
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Audit Manager (Remote)
GPAC
Gates Mills, OH
- $118,000 to $145,000 USD / year
Lead audits from anywhere. A growing CPA firm with Ohio roots is hiring a fully remote Audit Manager. This search is centered on the Cleveland area.
Added 1 min ago
Business Banking Relationship Manager
Bank of Montreal
West Bend, WI
Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
Added 2 mins ago
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Houston, TX
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Cisco
San Jose, CA
1 paid day off for employee’s birthday, paid year-end holiday shutdown, and 4 paid days off for personal wellness determined by Cisco
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Cisco
Richfield, OH
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Added 4 mins ago
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Physician (Public Health)
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Atlanta, GA
- $112,556 to $146,325 USD / year
This announcement will close at 11:59 PM, on the day that 50 applications have been received or the closing date of the announcement, whichever comes first.
Added 6 mins ago
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Manager, Publishing Operations
Jobgether
Remote, United States
- $126,000 to $148,500 USD / year
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Manager, Publishing Operations based in the United States.
Added 9 mins ago
Clinical Trial Manager - Contract to Hire
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Remote, United States
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Added 12 mins ago
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New York, NY
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- Part-time
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Austin, TX · NY · San Francisco, CA
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HSBC Global Services Limited

Wealth Relationship Officer

Chatham, NJ, United States

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Job details

Apply by: Nov 19, 2026
Posting language: English
Posted: Nov 3, 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 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.

The securities licensed Wealth Relationship Officer provides sales support to registered securities representatives, as well as an ability to enter trade orders on accounts. The licensed Wealth Relationship Officer has a strong understanding of the brokerage and banking industry, trading operations, banking products and HSI’s (HSBC Securities Inc. USA) brokerage products. Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM).

This role is a part of the overall relationship team, and a key relationship support role created to provide an outstanding client experience to the valuable banking and wealth clients and increase the Wealth Relationship Manager´s client facing time. While the Wealth Relationship Manager is the defined owner of the client relationship, the Wealth Relationship Officer plays a pivotal role in supporting the WRM for the banking portions of their assigned portfolio. The Wealth Relationship Officer provides dedicated support to Wealth Relationship Managers in the delivery of service and support activities for both banking and wealth products, as well as in the day-to-day contact and servicing of HSBC clients, in turn allowing the Wealth Relationship Manager to focus on their broader overall goals of covering acquisition, cross sales, retention, and growth of their portfolios. The role is not expected to provide securities recommendations to clients.

The Wealth Relationship Officer is identified as a point of contact for clients, in the absence of the Wealth Relationship Manager, in assisting them to reach the necessary channels to meet their needs. Building an ongoing client relationship based on value and service is critical to being successful in this role.

As our Wealth Relationship Officer, you will:

Provide high quality sales support to an individual or team of Wealth Relationship Managers
Reduce the time spent on process and administrative tasks by Wealth Relationship Managers to increase the team´s capacity to meet clients, address client’s needs, and conduct higher value activities which will contribute to the overall cost efficiency ratio
Support the Wealth Relationship Managers for the banking portions of their assigned portfolio
Support Wealth Relationship Managers to manage client contact and service, including, in the absence of Wealth Relationship Managers answering client calls, resolving client enquiries on transactional needs, and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact
Provide sales support to licensed sales staff including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement
Enhance client trust in HBUS and Wealth’s capability of meeting client needs and support Wealth Relationship Managers to achieve their plan and Wealth and Personal Banking business they are responsible for
Have regular contact with clients regarding their accounts, under the direction of a registered securities representative
Enter orders for clients and opens new client accounts at the direction of the registered representative.

You´ll likely have the following qualifications to succeed in this role:

Series 7, 63 are mandatory
Life and Health insurance licenses required. Must be registered or obtain approval for registration with the necessary States where registered representative will be conducting business.
Good experience in financial services industry.
Knowledge of brokerage products and services, operations supporting them and pertinent regulations affecting their delivery.
Knowledge of Anti Money Laundering Knowledge of relevant regulatory governance in US.
Previous experience in Retail/Premier Bank sales preferred.
Strong interpersonal and responsiveness skills with good decision making and ability to deliver.
Understanding of core products, Premier proposition, and familiar with retail and wealth product processes.
Understanding of relationship management systems (CRM and RM Platform, etc.).
Solid understanding of appropriate branch operational procedures.
Knowledge of local and Group compliance regulations.
Ensure delivery of high-quality client experience and needs-based solutions through effective communication
Mandarin language could be a plus

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.

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