HSBC Holdings plc is seeking a Wealth Relationship Manager in Los Angeles to build and deepen relationships with high-value clients. You will work with Wealth Relationship Officers and service teams to provide banking, investments and insurance solutions, expanding wallet share and maintaining risk controls.
You will lead needs-based discussions, evaluate client goals, and tailor asset allocations while leveraging community connections to grow referrals and a robust pipeline.
#J-18808-LjbffrElite Wealth Relationship Manager in los angeles at Unknown Company
This position is listed as full time and onsite.