Jobs in the United States

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Added 1 min ago
IH
Front Desk Agent
Island Hospitality Management
Savannah, GA
- $15 USD / hour
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of…
Added 2 mins ago
Analyst II – Mass Spec Bioanalysis Development (LC-MS/MS)
KCAS Bio
United States
(Please note this is a representative summary of responsibilities, not a comprehensive or exclusive list of the duties to be performed in any position. Employees must follow instructions…
Added 2 mins ago
SALES EXECUTIVE II
Apria Healthcare LLC
United States
The essential duties and responsibilities, physical requirements, and work environment described above are representative of those typically required for this position but may vary…
Added 2 mins ago
AH
Branch Coordinator
Apria Healthcare LLC
United States
- $16.44 to $23.05 USD / hour
The physical demands and work environment characteristics described above are representative of those an employee encounters while performing the essential functions of this job. Reasonable…
Added 2 mins ago
Branch Coordinator
Apria Healthcare LLC
United States
The physical demands and work environment characteristics described above are representative of those an employee encounters while performing the essential functions of this job. Reasonable…
Added 2 mins ago
AH
BRANCH COORDINATOR
Apria Healthcare LLC
United States
- $20 to $26 USD / hour
The physical demands and work environment characteristics described above are representative of those an employee encounters while performing the essential functions of this job. Reasonable…
Added 2 mins ago
Financial Analyst II
Veit Management, Inc
Rogers, MN
The physical demands described are representative of those required to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals…
Added 2 mins ago
Project manager, Technology Installation (Nashville, TN)
Starbucks Coffee Company
TN
…retirement plan with employer match, a discounted company stock program (S.I.P.), Starbucks equity program (Bean Stock), incentivized emergency savings, and financial well-being tools.…
Added 2 mins ago
Senior technical product manager, Cloud Foundations (Seattle, WA)
Starbucks Coffee Company
WA
Added 2 mins ago
AM
Helicopter Pilot
Air Methods Pilots
Camden, SC
- From $82,900 USD / year
…function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. In accordance with applicable laws, Air Methods will provide…
Added 3 mins ago
Truck Driver - CDL Class A - Penske Logistics
Penske
West Greenwich, RI
Driver referral bonus program up to $5000 per referral
Added 3 mins ago
Truck Driver - CDL Class A - Penske Logistics
Penske
New Britain, CT
Driver referral bonus program up to $5000 per referral
Added 3 mins ago
Truck Driver - CDL Class A - Penske Logistics
Penske
Easton, PA
Driver referral bonus program up to $5000 per referral
Added 3 mins ago
Truck Driver - CDL Class A - Penske Logistics
Penske
Obetz, OH
Driver referral bonus program up to $5000 per referral
Added 3 mins ago
Truck Driver - CDL Class A Floater - Penske Logistics
Penske
Mcdonough, GA
Driver referral bonus program up to $5000 per referral
Added 3 mins ago
P
Truck Driver - Class A Yard - Penske Logistics
Penske
Swedesboro, NJ
- $29 USD / hour
Driver referral bonus program up to $5000 per referral
Added 3 mins ago
P
Truck Driver - Class A Yard - Penske Logistics
Penske
Lancaster, TX
- $25.5 USD / hour
Driver referral bonus program up to $5000 per referral
Added 3 mins ago
Truck Driver - CDL Class A - Penske Logistics
Penske
Lancaster, TX
Driver referral bonus program up to $5000 per referral
Added 4 mins ago
Diesel Mechanic
Cooper Consolidated, LLC
LaPlace, LA
Fully participate in the company Safety Program and attend daily pre-shift meetings.
Added 5 mins ago
Regional Health, Safety, and Environmental Professional
S. A. Comunale Co., Inc.
Reading, PA
…strength, unmatched bonding capability, an award-winning safety program, and large-scale purchasing power. With 16 locations and over 1,450 employees, including 850 skilled tradesmen…
Added 6 mins ago
Pediatric Rehab Technician - PRN - Outpatient Rehab Ochsner Health Center - Greater New Orleans Area
Ochsner Clinic Foundation
New Orleans Region, LA
…essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified…
Added 6 mins ago
IS Services & Support Engineer
Turner Construction
Augusta, GA
Minimum of 3 years of related experience and in pursuit of or with Bachelor’s Degree from accredited degree program in Information Services, Computer Science, Operations, Management, or…
Added 7 mins ago
FF
Grocery Clerk I (Part-Time)
Festival Foods
Kenosha, WI
- Part-time
The physical demands and work environment described below are representative of those that must be met by an associate to successfully perform the essential functions of this job.…
Added 7 mins ago
Cashier
Festival Foods
Janesville, WI
The physical demands and work environment described below are representative of those that must be met by an associate to successfully perform the essential functions of this job.…
Added 8 mins ago
OE
Patient Service Representative (Madison)
Orthodontic Experts LTD
Madison, WI
- $19 to $24 USD / hour
As a Patient Service Representative, you will be responsible for providing a warm welcome to all visitors and providing them with the necessary information and assistance they need. You…

HSBC

Wealth Relationship Officer

Irvine, United States

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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.

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More about this job

Skills

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

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