Jobs in the United States

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Added 1 min ago
UA
Order Management Specialist
USABB ABB Inc.
Richmond, VA
- $68,600 to $109,760 USD / year
…5:00 P.M. EST Monday through Friday by contacting an ABB HR Representative at…
Added 1 min ago
Warehouse Coordinator
USABB ABB Inc.
Miramar, FL
…5:00 P.M. EST Monday through Friday by contacting an ABB HR Representative at…
Added 1 min ago
Market Specialist - Service Agreements and Digital
USABB ABB Inc.
Houston, TX
…5:00 P.M. EST Monday through Friday by contacting an ABB HR Representative at…
Added 1 min ago
Store Manager
Norcal Rental Group, LLC
Cresco San Francisco, CA
Monitor and coordinate branch safety program. Assist in the coordination and actively participate in the store safety committee; ensure store personnel attendance at weekly/monthly safety…
Added 2 mins ago
OL
Paraprofessional
Oak Lawn-Hometown School District 123
Oak Lawn, IL
- $18.39 to $21.15 USD / hour
Assignments may include Special Education, English Learners, Early Childhood, and related program supports; service may be 1:1, small-group, or classroom-based.
Added 2 mins ago
BH
Medical Office Receptionist
BEHAVIORAL HEALTH PRACTICE SERVICES LLC.
GLEN MILLS, PA
- From $21 USD / hour
…leave, paid time off, holiday pay and an Employee Assistance…
Added 2 mins ago
BH
Medical Office Receptionist
BEHAVIORAL HEALTH PRACTICE SERVICES LLC.
WARWICK-TOLL GATE, RI
- From $22 USD / hour
…leave, paid time off, holiday pay and an Employee Assistance…
Added 2 mins ago
BH
Medical Office Receptionist
BEHAVIORAL HEALTH PRACTICE SERVICES LLC.
United States
- From $20.25 USD / hour
…leave, paid time off, holiday pay and an Employee Assistance…
Added 2 mins ago
Lead SRWC Building Manager
Associated Students
Long Beach, CA
…managers. May also provide breaks for student assistants in other program or service areas, and break/meal relief for SRWC Building…
Added 4 mins ago
Principal Engineer Field
CORP-Corporate Office
United States
Acts as local on-site representative to customers’ organization.
Added 6 mins ago
Senior Project Superintendent - Life Sciences (Bay Area)
Turner Construction
San Francisco, CA · San Mateo, CA
Develop and manage the overall site safety program as required and ensuring subcontractor compliance with Turner standards and all applicable safety codes and regulations.
Added 6 mins ago
Workday Administrator Finance
Old Republic National Title Insurance Company
Remote, United States
Added 6 mins ago
MC
SPED PRESCHOOL PARAPROFESSIONAL II
Minidoka County School District
ACEQUIA, ID
- $15.87 to $18.05 USD / hour
Performs administrative and classroom assistance functions to support teachers in the Title I program;
Added 7 mins ago
Client Service Monitor
Hope The Mission
Northridge, CA
The CSM reports to the Program Manager or Assistant Program Manager and works alongside site staff to make sure the program runs well, meets contract requirements, and reflects Hope the…
Added 8 mins ago
Route Service Representative (4-Day Workweek)
Cintas
Lawton, OK
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 9 mins ago
Store manager, Pottstown/Phoenixville, PA
Starbucks Coffee Company
Pottstown, PA · Phoenixville, PA
…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 9 mins ago
YO
Sports Official/Assistant- Monty Ballard
YMCA OF GREATER HOUSTON
Katy, TX
- From $12 USD / hour
Monitors play to ensure the purpose and goals of the YMCA Youth Sports Department are being met. Assists in the overall program delivery including youth sports practices, games and/or…
Added 9 mins ago
Automotive Technician - Entry Level
DriveTime
Charlotte, NC
The Physical demands described within are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may…
Added 9 mins ago
AC
Area Field Operations Leader
AIR Control Concepts
Elkridge, MD
- $175,000 to $220,000 USD / year
Hobbs & Associates is a commercial HVAC manufacturer’s representative that provides HVAC products and engineering services to commercial and industrial contractors, architectural design…
Added 9 mins ago
SM
Ophthalmic Technician
SharpeVision MODERN LASIK & LENS
Bellevue, WA
- $22 to $24 USD / hour
Employee recognition program with incentives for gift cards and Amazon purchases.
Added 10 mins ago
Product Line Manager - Avionincs Systems
Amphenol CIT
Franklin, WI
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Work is performed in a normal…
Added 10 mins ago
Floor Staff
Regal
Stockton, CA
…or all areas as needed. Floor Staff employees must act as a representative of Regal in a way that is consistent with our mission statement and policies;…
Added 10 mins ago
R
Regal Pioneer Place Seasonal Part-Time Team Member - Starting $16.80/HR
Regal
Portland, OR
- Part-time
…Concession Stand or as an Usher. Floor Staff employees must act as a representative of Regal in a way that is consistent with our mission statement and policies;…
Added 10 mins ago
Sr Manager, Product Marketing
Bio-Rad Laboratories
Irvine, CA
…why we offer a competitive and comprehensive Total Rewards Program that provides value, quality, and inclusivity while satisfying the diverse needs of our evolving workforce. Bio-Rad's…
Added 11 mins ago
Senior Safety Manager
Clark Construction Group, LLC
McLean, VA · Baltimore, MD
The work environment and requirements described below are representative of those necessary for an employee to successfully perform the essential functions of this role.

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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More about this job

Skills

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

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