Jobs in the United States

25+ jobs

Save this search

Added just now
CSC Manager
VETERANS FIRST INITIATIVE LLC
Oak Ridge, TN
The Service Center Manager is responsible for the coordination and delivery of contract services to more than 22,000 users across the ORR and daily operations of the Customer Service Center…
Added just now
General Manager
Honey Baked Ham Company LLC
Gahanna, OH
Our GMs lead the store operations and are responsible for achieving overall performance goals including sales, customer service, product quality, and staff development. Unlike most…
Added just now
TMS Administrator III
VETERANS FIRST INITIATIVE LLC
Oak Ridge, TN
…Solutions on a global scale. VFI is certified by the US Small Business Administration (SBA) as a Service-Disabled Veteran-Owned Small Business…
Added just now
Territory Manager Market Support - Ogden, UT
US Foods, Inc.
Ogden, UT
US Foods has a comprehensive training program for the Territory Manager Market Support position.
Added just now
Territory Manager - Salt Lake City, UT
US Foods, Inc.
UT
US Foods has a comprehensive training program for the Territory Manager position.
Added just now
Site Materials Specialist
Agilix Solutions
West Memphis, AR
…closely with Outside Sales, Purchasing, Accounting, Warehouse Operations, vendors, and other internal resources to provide accurate information, coordinate orders, resolve issues, and…
Added just now
Sales Manager-1
Michaels Stores, Inc.
United States
The Sales Manager leads and champions a high-performing selling culture across the store, driving strong sales results and an engaging customer experience. This role oversees front-end and…
Added just now
MS
Part Time Sales Manager
Michaels Stores, Inc.
United States
- Part-time
The Sales Manager leads and champions a high-performing selling culture across the store, driving strong sales results and an engaging customer experience. This role oversees front-end and…
Added just now
Retail Sales Manager
Michaels Stores, Inc.
United States
The Sales Manager leads and champions a high-performing selling culture across the store, driving strong sales results and an engaging customer experience. This role oversees front-end and…
Added 1 min ago
CE
VAN DRIVER WAREHOUSE (49767)
City Electric Supply
Panama City, FL
- $15 to $16 USD / hour
…keeping our founding principle of empowering people to make local business decisions. CES now employs more than 7,400 people at over 1,000 branches worldwide, of which there are over 500…
Added 1 min ago
Revenue Manager
CTDI
West Chester, PA
The Revenue Manager is responsible for leading billing and revenue management activities for the Cable & Business division, with a focus on billing accuracy, timeliness, process…
Added 1 min ago
Heavy Equipment Operator
A&K Railroad Materials Inc
Mira Loma, CA
…for someone with leadership potential who wants to learn our business, take initiative, and grow into greater responsibility within our yard…
Added 1 min ago
Branch Manager - Texas First Rentals
HOLT Group
Lewisville, TX
…responsibility for profit and loss. In coordination with District Manager and Sales Manager, establishes sales and profitability goals, manages proper fleet levels, responsible for the…
Added 1 min ago
Property Management Internship | Summer 2026
NRP Investments LLC
Cleveland, OH
…full-service multifamily developer, general contractor, and property manager, NRP operates in an expanding range of markets…
Added 2 mins ago
Dunkin Team Leader
Dunkin' Donuts
Bristol, VA
401(k) with 6% Match: Plan for your future with our robust 401(k) program, including a generous company match.
Added 2 mins ago
PV Solar Field Tech Leader
NextEra Energy
MORO, AR
The Site Technician will support the Regional Manager or designee to ensure the perfect execution of the PGD processes. Site Technicians in a solar region perform duties in the following…
Added 2 mins ago
General Manager In Training - Grand Rapids
Shoptikal, LLC
Grand Rapids, MN
Assist the General Manager in the day to day operations of the store. Perform store functions including dispensing of eyewear, patient care, setting performance goals, and delivering…
Added 3 mins ago
W
Production Supervisor
Wieland
East Alton, IL
- $80,000 to $100,000 USD / year
Support the Department Manager and Operations Manager with other initiatives and needs as requested.
Added 3 mins ago
Sup House (RN) - PRN
CHS
Las Cruces, NM
The Supervisor, House - RN provides critical leadership during assigned shifts to oversee hospital operations and ensure the delivery of safe, high-quality patient care. This role acts as…
Added 4 mins ago
SP
Production Worker
Sonoco Products Company
Morganfield, KY
- $21.7 USD / hour
From a small family business to a multi-billion dollar global company, Sonoco has been changing the face of products and packaging since 1899 - all while keeping the heart of “People Build…
Added 4 mins ago
SI
Operations Manager
SECURITY INDUSTRY SPECIALISTS INC
Boston, MA
- $115,000 to $120,000 USD / year
The Operations Manager is responsible for reducing risk, responding to incidents, and limiting exposure to liability within the client Global Safety & Security operations. The Operations…
Added 4 mins ago
Production Operator 1 - (2nd Shift - 2:00pm to 10:30pm M/F)
Cytiva US LLC
Duncan, SC
This position reports to the Sr. Manager, Operations and is part of the Manufacturing & Operations department located in Duncan, SC and will be an on-site role.
Added 5 mins ago
Chief Engineer
KW Property Management
Miami, FL
As the key employee of the building operations interior and exterior, the Chief Engineer is essential to the longevity of all equipment and the aesthetic nature of the property. The Chief…
Added 5 mins ago
RD
Senior Office Services Account Manager
RR Donnelley
Los Angeles, CA
- $99,100 to $158,500 USD / year
The Senior Office Services Account Manager is a hands-on operations and people leader responsible for overseeing a multi-service team delivering exceptional white-glove corporate…
Added 6 mins ago
Teller
PNC
Mount Dora, FL
…encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their…

HSBC

Wealth Relationship Officer

Irvine, United States

Apply About employer

Applications open in a new tab.

Job details

Apply by: Apr 28, 2027
Posting language: English
Posted: Oct 30, 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.

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

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!

Your 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.

Apply About employer

More about this job

Skills

Sales
Securities
Anti-money laundering
Decision making
Regulatory compliance
Communication skills

Report this job