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Restaurant Manager
projects/helpful-passage-853/companies/30ad1728-df4c-4814-8980-df0542fd3503
Galveston, TX
…Shack is looking for an energetic, people-focused Restaurant Manager who is ready to take the next step in their hospitality career. If you’re passionate about developing teams, delivering…
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Senior Program Manager, Africa
Default Brand
Washington, DC
The Senior Program Manager (SPM) for the assigned region is responsible for the overall oversight and management of grants managed by the assigned region Team. This includes proactive…
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Home Health Physical Therapist-Per Diem
CenterWell Certified Healthcare Corp.
Danville, KY
…variable schedule and per diem associates which are designed to support whole-person well-being. Among these benefits, Humana provides paid time off, 401(k) retirement savings plan,…
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Home Health Speech Language Pathologist
QC-Medi New York, Inc.
Auburn, NY · Skaneateles, NY · Moravia, NY · Geneva, NY · Waterloo, NY
As a therapist at CenterWell Home Health, reporting to the Clinical Manager, you'll play a vital role in helping patients regain strength, mobility and independence - all from the comfort…
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Home Health Physical Therapist
PF Development 15, L.L.C.
Mount Vernon, OH · Columbus, OH · Newark, OH · Mansfield, OH
As a therapist at CenterWell Home Health, reporting to the Clinical Manager, you will help patients regain strength, mobility and independence, from the comfort of their homes. By…
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Home Health RN Clinical Manager
CenterWell Certified Healthcare Corp.
Prescott, AZ
As a Clinical Manager at CenterWell Home Health, reporting to the Branch Director, you support a team of dedicated clinicians who deliver compassionate, high quality care in the home…
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Home Health Physical Therapist
PF Development 15, L.L.C.
Marion, OH · Galion, OH · Bucyrus, OH
As a therapist at CenterWell Home Health, reporting to the Clinical Manager, you will help patients regain strength, mobility and independence, from the comfort of their homes. By…
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Home Health Registered Nurse
PF Development 15, L.L.C.
Solon, OH · Akron, OH
As a CenterWell Home Health nurse, reporting to the Clinical Manager, you will provide personalized, one-on-one care that helps patients regain independence in the comfort of their homes.…
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Occupational Therapist Home Health-Per Diem
PF Development 15, L.L.C.
Solon, OH · Cleveland, OH · Akron, OH
…variable schedule and per diem associates which are designed to support whole-person well-being. Among these benefits, Humana provides paid time off, 401(k) retirement savings plan,…
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Home Health Registered Nurse-Per Diem
Capital Care Resources of South Carolina, LLC
Bluffton, SC
As a CenterWell Home Health nurse, reporting to the Clinical Manager, you will provide personalized, one-on-one care that helps patients regain independence in the comfort of their homes.…
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Home Health Physical Therapist
CenterWell Certified Healthcare Corp.
Hickory, NC
As a therapist at CenterWell Home Health, reporting to the Clinical Manager, you will help patients regain strength, mobility and independence, from the comfort of their homes. By…
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Home Health Baylor Registered Nurse
CenterWell Certified Healthcare Corp.
Roanoke, VA
As a CenterWell Home Health nurse, reporting to the Clinical Manager, you will provide personalized, one-on-one care that helps patients regain independence in the comfort of their homes.…
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Manager Behavioral Health
Providence
Portland, OR
Manager Behavioral Health at Providence St. Vincent's Medical Center & Providence Willamette Falls Medical Center- Full-Time, Day Schedule
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CO
Agricultural Land Restoration Crew Lead
City of Boulder
Boulder, CO
- $24.96 to $36.21 USD / hour
Under general supervision, the position safely and effectively executes agricultural land restoration program objectives as well as department wide plans that support all chartered land…
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PT
Construction Manager Technician
Pennsylvania Turnpike Commission
Slatington, PA
- From $36.43 USD / hour
Interested candidates must apply to the Construction Manager Technician posting by visiting careers.paturnpike.com by December 3, 2026.
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VO
Financial Services Director
Village of Indiantown
Indiantown, FL
- From $99,241 USD / year
The Financial Services Director (FSD) serves under the administrative direction of the Village Manager. The FSD is responsible for planning, organizing, directing, and overseeing the…
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HY
Enhanced Care Management (ECM) Case Manager
HELPLINE YOUTH COUNSELING
Long Beach, CA
- $26.25 USD / hour
…education, advocacy, and community resource connections to support at-risk children, youth, and…
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Registered Nurse (RN) - Pharmacy
Holton Community Hospital
Holton, KS
Completion of an accredited nursing program (Associate's or Bachelor's degree in Nursing).
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Security Manager
Spire Hospitality
Burbank, CA
…get paid before payday, medical, dental, vision, pet discount program, identity theft protection, pre-paid legal support, flexible spending accounts, matched 401K, life, critical accident…
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Retail Store Manager-maurices
maurices
Norman, OK
Being a maurices full-time retail store manager means that you’ll get the opportunity to lead a team of talented associates to create an unforgettable experience that leaves our customers…
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D&
Event Coordinator - Sales
Dave & Buster's Management Corporation, Inc.
Montclair, CA
- $18 to $20.75 USD / hour
Partnering with the Sales Manager to exceed budgeted birthday, group, and event sales targets and achieve quarterly sales plans
Added just now
Space Domain Awareness and Directed Energy Analyst
The Aerospace Corporation
Colorado Springs, CO
…architecture analysis, modeling and simulation, and operational support. Our work spans space domain awareness (SDA), advanced sensor systems, radar and optical sensors, directed energy and…
Added 1 min ago
M
Account Manager
MGMA-ACMPE
ENGLEWOOD, CO
- $69,000 to $85,000 USD / year
…We believe the future is what you make it, and we’re here to support the people who are ready to make the world a better place. Tomorrow will be remarkable because MGMA is here to…
Added 1 min ago
Supervisor - Ambulatory Therapies
CHS Children's Hospital and Health System, Inc.
Milwaukee, WI · Delafield, WI · Cedarburg, WI · Mequon, WI
Acts as an active member of the management team to support the care management model, standards of pediatric clinical practice, legal and regulatory standards, Code of Ethics and…
Added 1 min ago
Global Customer Program Manager
Air Express International USA, Inc.
Detroit, MI
The Global Customer Program Manager is responsible for leading and optimizing customer-focused logistics operations and driving global customer initiatives across regions, countries, and…

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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