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COMMUNITY MANAGER - The Grove at Perry
Royal American Companies
Perry, FL
- $55,000 to $60,000 USD / year
Under the direct supervision of the Regional Manager and/or Area Manager, the Community Manager is responsible for full oversight of their assigned property and providing leadership and…
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LEASING CONSULTANT - The Grove at Perry
Royal American Companies
Perry, FL
- $17 to $19 USD / hour
Under the direct supervision of the Community Manager and/or Assistant Manager, Leasing Consultant will assist in the development and implementation of advertising and special promotions.…
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Global Partner Manager, Deloitte – Autonomous Workforce/IT
ServiceNow
Remote, United States
Global Partner Manager – Autonomous Workforce Practice
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Global Partner Manager, Deloitte – Autonomous Workforce/GBS
ServiceNow
Remote, United States
Global Partner Manager – Autonomous Workforce/GBS
Added 1 min ago
Program Manager III
INSPYR Solutions
New York, NY
Cross-Functional Program Coordination & Execution
Added 1 min ago
HVAC Pre-Apprentice (Service)
PremiStar
Milwaukee, WI
Located in our West Allis, WI facility and reporting to the Service Manager, our HVAC Pre-Apprentice will assist the service department with maintenance of HVAC parts, learning to install…
Added 1 min ago
RC
Restaurant Manager
Raising Cane's
Katy, TX
- $18 USD / hour
The Restaurant Manager is responsible for supporting the Restaurant Leader in day-to-day operations of the restaurant and upholding Raising Cane’s standards and culture in shift management…
Added 1 min ago
Product Program Senior Manager (4084)
GOODWILL INDUSTRIES OF SOUTH FLORIDA INC
Miami, FL
The Product Program Senior Manager is responsible for the day-to-day coordination, administration, and execution of the JSLIST program. The position serves as the central point of…
Added 1 min ago
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Sr. Inside Sales Business Development Manager
AbbVie
Austin, TX
- $27 to $48.8 USD / hour
The Sr Inside Sales Business Development Manager is a revenue generating position with responsibility for quarterly sales quota attainment for the Facial Aesthetics portfolio of products…
Added 2 mins ago
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CARE MANAGER
Guardian Recovery
Plano, TX
- $46,000 to $70,000 USD / year
The Care Manager is responsible to affect a safe, comfortable and supportive environment for the clients participating in the program. The Care Manager assists clients adjusting to the…
Added 2 mins ago
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Administrative Assistant
SERVPRO of Preferred Fire and Water, LLC
Grand Rapids, MN
- $18 to $22 USD / hour
An Administrative Assistant plays a pivotal role in facilitating efficient office operations and ensuring seamless communication with customers, stakeholders, and team members. This…
Added 2 mins ago
Financial Analyst
Buncombe County
Remote, United States
Industry monitoring and reporting activities to strategically support department/program operations, revenue potential, and best practices.
Added 2 mins ago
Contracts Administrator
NKW ImmunityBio Inc
United States
Perform routine and specialized administrative duties for Legal and Contract Operations.
Added 2 mins ago
Assistant Manager(01527) - 3930 Lindell Blvd
Domino's
St. Louis, MO
Join our dynamic team as an Assistant Manager at our 3930 Lindell Blvd location in St. Louis! We're looking for an enthusiastic and detail-oriented leader to help drive our success in this…
Added 2 mins ago
Assistant Manager(01575) - 8426 North Lindbergh Blvd
Domino's
Florissant, MO
Domino's Pizza in Florissant, United States is seeking an enthusiastic and goal-oriented Assistant Manager to join our team at 8426 North Lindbergh Blvd. As an Assistant Manager, you'll…
Added 2 mins ago
SIS Account Coordinator- Hospitality
Shaw
Dalton, GA
Assist with daily account-management activities, customer requests, and project-related tasks assigned by the Account Manager or Business Manager.
Added 3 mins ago
BI
Customer Experience Professional
BOSTON INC.
Richfield, WI
- From $18 USD / hour
…location-specific tasks. Working closely with the Customer Experience Manager and other teams, this role helps resolve customer concerns, ensure clear communication, and create a smooth and…
Added 3 mins ago
BI
Part-Time Customer Experience Professional
BOSTON INC.
Sheboygan, WI
- Part-time
…location-specific tasks. Working closely with the Customer Experience Manager and other teams, this role helps resolve customer concerns, ensure clear communication, and create a smooth and…
Added 3 mins ago
Sales Lead
BOSTON INC.
Grafton, WI
We are seeking a dynamic Selling Manager to help lead, coach, and grow our sales team while supporting daily store operations. In this role, you’ll mentor new hires, guide team development,…
Added 3 mins ago
Sales Lead
BOSTON INC.
Richfield, WI
We are seeking a dynamic Sale Lead (Selling Manager) to help lead, coach, and grow our sales team while supporting daily store operations. In this role, you’ll mentor new hires, guide team…
Added 3 mins ago
Manager, Data Platforms Admin
Excellus BCBS
Rochester, NY · Albany, NY · Buffalo, NY · Dewitt, NY · Utica, NY
The Manager of Data Platform Administration plans, directs, and evaluates the work of Data Platform Administration team in the planning, design, development and maintenance of new and…
Added 3 mins ago
Manager, Data Platforms Admin
Lifetime Workforce Solutions, LLC
United States
The Manager of Data Platform Administration plans, directs, and evaluates the work of Data Platform Administration team in the planning, design, development and maintenance of new and…
Added 3 mins ago
Construction Project Portfolio Manager
The University of Central Florida Board of Trustees
Orlando, FL
University Operations is seeking to hire Project Portfolio Managers. This role is responsible for providing leadership, oversight, and strategic direction for a portfolio of capital…
Added 3 mins ago
Manager, Accounting
The University of Central Florida Board of Trustees
Orlando, FL
The University of Central Florida's Financial Affairs division is seeking a dynamic and experienced Accounting Manager to lead and oversee its student financial cashiering services,…
Added 3 mins ago
CU
Director of Finance, Grants & Operations
Communities United for Restorative Youth Justice (CURYJ)
Oakland, CA
- $140,000 to $150,000 USD / year
The Director of Finance, Grants & Operations serves as CURYJ's senior financial leader and a trusted advisor to the Executive Director and Managing Director. This role oversees all finance…

HSBC

Wealth Relationship Officer

Chatham, United States

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Job details

Apply by: May 2, 2027
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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Skills

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

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