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Early Careers Recruiter
CoreWeave
CA · Livingston, NJ · Manhattan, NY · Sunnyvale, CA
- $60 to $70 USD / hour
Prepare, extend, and close offers while clearly communicating program details, timelines, and expectations.
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Early Career Recruiting Coordinator
CoreWeave
CA / Bellevue, WA · Livingston, NJ · Manhattan, NY · San Francisco, CA · Sunnyvale, CA
- $45 to $50 USD / hour
Partner with Talent Programs, Recruiting, Talent Operations, Employer Brand, People Operations, and Recruiting Coordination on process improvements and program initiatives.
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Manager, Program & Contracts Management
Core Transformers
Remote, United States
CORE Transformers is seeking an experienced Manager, Program and Contracts Management to support the development, negotiation, and execution of complex commercial opportunities and…
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Accountant I - Treasury
PCC Portland Community College
United States
- $56,429 to $58,407 USD / year
…opportunities for our students and contributing to the economic development of our…
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Configuration Control Manager
Oak Ridge National Laboratory
Oak Ridge, TN
We are seeking a Configuration Control Manager who will lead the configuration management program for the High Flux Isotope Reactor (HFIR), provide technical support to operations and…
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Line Cook
Hotel Indigo Nashville
Nashville, TN
- $23 to $24 USD / hour
The Line Cook is in charge of preparing food and setting up other necessary supplies. They will prepare the kitchen to ensure smooth operations while in service.
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Intern, Economic Valuation Services - Valuation | Multiple Locations Summer 2027
KPMG LLP
Houston, TX
…our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow…
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Frette
Palo Alto, CA
- $23 to $28 USD / hour
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Part-Time Sales Lead - Famous Footwear
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Belton, MO
- Part-time
Ace Retail Operations: You’ll know the ins-and-outs of your store like the back of your hand and enjoy putting in the work so it runs like a tightly laced sneaker– from pricing to…
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New York, NY
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…Enrollment Management Unit, including all assigned student support operations, activities, programs, and services which may include, but are not limited to, admissions and records,…
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HSBC

Wealth Relationship Officer

Houston, United States

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Job details

Apply by: May 1, 2027
Posting language: English
Posted: Nov 2, 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.

Ready to support outstanding service for HSBC’s banking and wealth clients?

Why HSBC

HSBC is one of the largest banking and financial services organizations in the world. Guided by our purpose of opening a world of opportunity, our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do.

The Opportunity

The Wealth Relationship Officer is a securities-licensed role supporting Wealth Relationship Managers (WRMs) and registered securities representatives across banking and wealth servicing activities. You’ll help create outstanding client experience by acting as a key point of contact for clients and ensuring timely follow-through on requests and documentation. This role increases WRM client-facing capacity by taking on process and administrative activity while keeping service quality high. You’ll also enter trade orders and open new client accounts with the direction of the registered representative. Success means clients can reach the right support quickly, inquiries are resolved efficiently and WRMs have more time to focus on acquisition, cross sales, retention and portfolio growth. The role does not provide securities recommendations to clients.

What you'll be doing

Provide high-quality sales support to an individual or team of Wealth Relationship Managers
Reduce process and administrative workload for WRMs to increase time available for client meetings and higher value activity
Support WRMs across the banking portions of their assigned client portfolios
Manage day-to-day client contact and servicing including answering client calls in the WRM’s absence and resolving transactional inquiries
Facilitate smooth hand-offs to the right channels where appropriate to meet client needs
Prepare and complete sales documents plus manage data input and report generation to support licensed sales activity
Liaise with internal support functions to progress client purchase process requirements through to completion
Enter client trade orders and open new client accounts with the direction of a registered securities representative

What we're looking for

FINRA Series 7 and 63 licensing required
SIE, Life and Health insurance licenses or may be willing to sponsor
Bring experience with financial services or banking
Apply knowledge of brokerage products and services plus the operations and regulations that support their delivery
Use knowledge of Anti Money Laundering and relevant US regulatory governance in day-to-day activities
Demonstrate experience with relationship management systems such as CRM and RM platforms
Apply understanding of core products including the Premier proposition and retail and wealth product processes
Follow local and Group compliance regulations and appropriate operational procedures

Building time for clients

If you’re looking for a role where your work directly improves how clients experience banking and wealth support, this is a chance to make a visible difference. You’ll help keep service sharp and responsive while enabling Wealth Relationship Managers to spend more time with clients on the conversations that matter most. You’ll work closely with registered representatives and internal partners to keep client requests moving and documentation accurate. If this scope matches your licensing and experiences, we’d welcome your application.

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 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

Documentation
Sales
Securities
Manage data
Anti-money laundering
Regulatory compliance

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