Jobs in the United States

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Added 1 min ago
Storage Customer Service Representative
U-Haul Co. of Texas
Dallas, TX
…friendly, motivated people for the position of Storage Customer Service Representative. As a Storage Customer Service Representative, you will work as part of a support team to be the face…
Added 1 min ago
Customer Service Representative
U-Haul Co. of New Mexico, Inc.
Bernalillo, NM
…of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul…
Added 1 min ago
Customer Service Representative
U-Haul Co. of Arizona
Gilbert, AZ
…of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul…
Added 3 mins ago
SN
Sales Representative
Sleep Number
Clermont, FL
- $47,000 to $58,000 USD / year
1–2 years of retail, customer service, or other customer-facing experience.
Added 4 mins ago
CO
Senior Airport Services Representative
City of Houston
Houston, TX
- $25.23 to $28.73 USD / hour
The purpose of Senior Airport Service Representative is to provide a 5-star experience to all passengers by inspecting all facilities, amenities and processes to ensure the safe and…
Added 5 mins ago
Bilingual Spanish Field Sales Representative
AT&T Mobility Services LLC
Remote, United States
…reach. Enjoy uncapped commission potential as a Field Sales Representative, with top earners having the opportunity to make…
Added 5 mins ago
Bilingual Spanish Field Sales Representative
AT&T Mobility Services LLC
Remote, United States
…reach. Enjoy uncapped commission potential as a Field Sales Representative, with top earners having the opportunity to make…
Added 5 mins ago
Field Sales Representative
AT&T Mobility Services LLC
Remote, United States
…reach. Enjoy uncapped commission potential as a Field Sales Representative, with top earners having the opportunity to make…
Added 6 mins ago
Assistant Store Manager
The Vitamin Shoppe
Colorado Springs, CO
Comprehensive, affordable medical, dental, and vision coverages for full-time Health Enthusiasts • “VS Thrive” Wellness program for full-time Health Enthusiasts covered under a medical plan…
Added 7 mins ago
Member Services Rep. I/Floater
MERIWEST CREDIT UNION
San Jose, CA
The Member Services Representative I/Floater will assist and provide coverage for all of the Meriwest Credit Union Financial Centers as needed. The Floater schedule can vary frequently, and…
Added 8 mins ago
GC
Financial Services Representative I, II, Senior
Global Credit Union
Fairbanks, AK
- $45,633 to $73,391 USD / year
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested…
Added 8 mins ago
Cardiac Sonographer Sr
Valley Children's Healthcare
Madera, CA
Echocardiography is a key service offered by the cardiology department. This non-invasive imaging technique utilizes ultrasound waves to create detailed images of the heart's structures and…
Added 9 mins ago
TC
Business Analyst Account Coordinator, Sales Operations
Toray CMA
Westlake, TX
- $94,556 to $131,903 USD / year
Added 9 mins ago
CO
Evidence Collection Technician
City of Irving
Irving, TX
- $43,368 to $61,116 USD / year
…trends with criminal investigators, and acting as a department representative in municipal court property hearings; retrieving and securely transporting Sexual Assault Nurse Examiner (SANE)…
Added 9 mins ago
AU
Law Enforcement Officer: Armed Airport Patrol (Sat/Sun)
Allied Universal
Kahului, HI
- $38 USD / hour
…This driving post calls for strong communication and customer service while supporting travelers, staff, and visitors. Join Allied Universal, where agile, reliable teamwork and integrity…
Added 10 mins ago
CO
Business Systems Supervisor
City of Raleigh North Carolina
Raleigh, NC
- $81,606 to $126,469 USD / year
…deployment. The position oversees the division’s Quality Assurance program, promoting consistent customer service, adherence to established policies and procedures, and continuous…
Added 10 mins ago
Personal Financial Counselor - Fort Meade, MD
Magellan Health Services
Fort George G Meade, MD
…breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial…
Added 10 mins ago
Management and Program Analyst
National Institutes of Health
Montgomery County, MD
Added 10 mins ago
Military and Family Life Counselor - Temporary Backfill
Magellan Health Services
Andrews Air Force Base, MD
…and Youth Behavioral (CYB) counseling services to military service members and their families at military installations. These services may include non- medical counseling, training/health…
Added 10 mins ago
Foreperson - NON-UNION
Utilities Service, LLC
Cumberland, MD
Furnishes General Foreperson and utility representative with reports of orders completed, units of work completed, crew time, minor damage repairs and distribution, etc.
Added 10 mins ago
GH
Physical Therapy Assistant (PTA) - Mobile Outpatient
Genesis Healthcare
Glen Burnie, MD
- $38 to $50 USD / hour
With over four decades of trusted service, our reach spans skilled nursing centers, assisted and independent living facilities, outpatient clinics, and home-based care. We're proud to…
Added 10 mins ago
FM
Clinical Coordinator - Charge Registered Nurse - Dialysis
Fresenius Medical Care
Salisbury, MD
- $76,000 to $128,000 USD / year
Supports FMCNA’s mission, vision, core values and customer service philosophy. Adheres to the FMCNA Compliance Program, including following all regulatory and FMS policy requirements.…
Added 10 mins ago
SECURITY SPECIALIST
U.S. Air Force - Agency Wide
Fort Meade, MD
…or national security. Responsibilities - Serves as security program specialist executing and enforcing compliance with operational, functional, and mission assurance aspects of an…
Added 10 mins ago
Senior Instructional Systems Specialist
Nuclear Regulatory Commission
Rockville, MD
…continued employment would advance the efficiency of the Federal service. Upon completion of your trial period your employment will be terminated unless you receive certification, in…
Added 10 mins ago
Patient Coordinator
GAP Solutions Inc
Bethesda, MD
Prepare and process all documents required for initiation of employment and clinical activities for new program trainees’ rotation to the program from other NIH institutes and/or outside…

HSBC

Wealth Relationship Officer

Beverly Hills, 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 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
Fluency in Spanish is required to effectively support our target client base

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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