Unknown Company

Strategic Wealth Advisor for High-Value Clients

washington, dc • Posted 5 days ago
Onsite Full Time Financial Advice & Private Banking

HSBC Holdings plc is seeking a Wealth Relationship Manager in Washington, DC to build and deepen relationships with high‑value clients. You will advise on banking, investments and insurance solutions aligned to client goals and risk tolerance, while coordinating with compliance and risk teams for balanced outcomes.

Ideal candidates bring Series 7/66 and Life/Health licenses, plus experience in wealth planning and sales.

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Strategic Wealth Advisor for High-Value Clients in washington at Unknown Company

This position is listed as full time and onsite.

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