Jobs in the United States

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MA
Community Branch Management Program - Western Massachusetts
Manufacturers and Traders Trust Co
Springfield, MA
- $29.57 to $43.99 USD / hour
The Community Branch Management Program (CBMP) is an accelerated leadership development program designed to provide participants with a deep dive into the Customer Centric world of the…
Added just now
MA
Community Branch Management Program - Greater Boston
Manufacturers and Traders Trust Co
Revere, MA
- $29.57 to $43.99 USD / hour
The Community Branch Management Program (CBMP) is an accelerated leadership development program designed to provide participants with a deep dive into the Customer Centric world of the…
Added just now
Assistant Professor and Lab Manager, EMS Programs
Santa Fe College
Gainesville, FL
The Emergency Medical Services A.S. Program prepares students for promotions and advancement within the EMS industry. Students who are a state of the Florida certified as EMT and Paramedic,…
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Teller
PNC
Thurmont, MD
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
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Analyst - Solebury Investor Relations
PNC
Stamford, CT
…encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their…
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Personal Banker
PNC
Irving, TX
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the…
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Finance, Accounting & Tax Lead Senior
PNC
Pittsburgh, PA · Birmingham, AL · Cleveland, OH
…encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their…
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Premier Client Advisor - PNC Wealth Management
PNC
La Grange Park, IL
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and…
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Sales Assistant - PNC Wealth Management
PNC
Scottsdale, AZ · San Antonio, TX
…encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their…
Added just now
Bilingual Spanish Teller
PNC
Berwyn, IL
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
Added just now
Learning & Talent Development Specialist Senior
PNC
Pittsburgh, PA · Birmingham, AL · Downers Grove, IL · Cleveland, OH · Dallas, TX · Farmers Branch, TX
…encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their…
Added just now
Teller
PNC
Denver, CO
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
Added just now
Personal Banker
PNC
Chesapeake, VA
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the…
Added just now
Client Experience Associate
PNC
Natrona Heights, PA
Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
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Branch Manager I (MLO)
PNC
Springfield, OH
…opportunity to contribute to the company’s success. As a Branch Manager within PNC's Retail Branch organization, you will be based in Springfield, Ohio at the Springfield East branch on E.…
Added just now
MW
Dispatch Specialist - PM
MSD Washington Township
Indianapolis, IN
- $52,000 USD / year
It is essential for candidates to possess excellent customer service and communication skills, displaying professional behavior to all staff members, district employees, parents, students…
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HOUSEKEEPER- HOSPITALITY
Fine Hospitality Group LLC
Texarkana, TX
Report any damage, breakage, or out-of-service items immediately to the Duty Manager for resolution or guest billing if applicable
Added 1 min ago
LC
Unit Manager (Licensed Practical Nurse/LPN)
Life Care Center of Post Falls
Post Falls, ID
- $38 to $44.1 USD / hour
Exhibit excellent customer service and a positive attitude towards patients
Added 1 min ago
Regional Account Manager - Primary Care & Ancillary
HealthDrive
Chillicothe, OH
…You are a results-driven professional skilled in optimizing customer retention, driving patient enrollment, and generating organic growth through strategic relationship management and…
Added 1 min ago
EVS Manager
Xanitos
San Leandro, CA
As an EVS Manager you will be responsible for managing the associates in the Environmental Services department with the oversight of the Unit Director. You will serve as a liaison between…
Added 1 min ago
CE
Store Manager
Claires Essentials LLC
North Olmsted, OH
- $21 to $24 USD / hour
Upon submitting your application, you can expect an update within 5 days. If the hiring manager wants to proceed with your application, the process will involve a face-to-face interview in…
Added 1 min ago
Direct Sales Account Manager - Hospitality & Senior Living Solutions
DSI
Urbandale, IA
Deliver a high level of professionalism and customer service throughout the sales cycle.
Added 1 min ago
Branch Manager III Salem NH Branch
Rockland Trust
Salem, NH
As a Branch Manager at Rockland Trust, you are instrumental in driving branch success and delivering exceptional customer experience as you build, coach, develop, lead, and motivate a…
Added 1 min ago
CL
Maintenance Assistant
CLS Living
Binghamton, NY
- From $17 USD / hour
We are looking to add a Maintenance Assistant who will provide first-class customer service to prospects and residents. This role is responsible for cleaning all vacated units to prepare…
Added 2 mins ago
MG Medical Assistant 2
BHMG Lifespan Physician Group, Inc., d/b/a Brown Health Medical Group
United States
Provides a high level of customer service to all new and existing patients of the practice.

HSBC

Wealth Relationship Manager

Miami, United States

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Job details

Apply by: Apr 27, 2027
Posting language: English
Posted: Oct 29, 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.

Ready to grow high-value client relationships through tailored wealth solutions?

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 several 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.