HSBC

Wealth Center Manager

HSBC

San Francisco, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a highly motivated and experienced professional in the financial industry? Are you looking for a new challenge and the opportunity to lead a team of wealth management experts? Look no further, HSBC has an exciting opportunity for a Wealth Center Manager to join our dynamic team.In this role, you will be responsible for managing and growing our wealth center, guiding a team of dedicated financial advisors, and providing top-notch financial advice to our valued clients. This is a unique chance to make a significant impact in a global bank and help clients achieve their financial goals.To be successful in this role, you must have a proven track record in wealth management, strong leadership skills, and the ability to build and maintain relationships with clients. If you are a results-driven individual with a passion for finance and a desire to make a difference, we want to hear from you. Join us at HSBC and take your career to the next level.

  1. Lead and manage a team of wealth management experts to ensure they are motivated, productive, and achieving their goals.
  2. Grow and develop the wealth center by implementing effective strategies and initiatives.
  3. Provide top-notch financial advice and guidance to clients, ensuring their financial goals are met.
  4. Build and maintain strong relationships with clients to understand their needs and provide personalized solutions.
  5. Stay up-to-date with industry trends and changes in the financial market to provide relevant and accurate advice to clients.
  6. Create and maintain a positive and professional work environment within the wealth center.
  7. Develop and monitor performance metrics to track the success and effectiveness of the wealth center.
  8. Collaborate with other departments and teams within HSBC to ensure a seamless and efficient client experience.
  9. Develop and maintain strong relationships with key stakeholders and partners to support the growth of the wealth center.
  10. Provide regular reports and updates to senior management on the performance of the wealth center and team.
Where is this job?
This job is located at San Francisco, CA, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.

  • Bachelor's Degree In Business, Finance, Or A Related Field

  • Minimum Of 5 Years Of Experience In Wealth Management Or Financial Services Industry

  • Strong Leadership Skills And Experience Managing A Team

  • In-Depth Knowledge Of Investment Products, Financial Planning, And Wealth Management Strategies

Required Skills
  • Financial Planning

  • Business Development

  • Relationship Management

  • Investment Management

  • Team Leadership

  • Risk assessment

  • Market analysis

  • wealth management

  • Asset allocation

  • Portfolio optimization

  • Cash Flow

  • Client Acquisition

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Center Manager in San Francisco, CA, USA is between $100,000 to $150,000 per year. Factors such as experience, education, and specific job responsibilities can affect an individual's salary within this range.

Additional Information
HSBC is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 10th, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 

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About HSBC

HSBC Holdings Plc operates as a holding company for the HSBC Group. It provides banking and financial services through four global businesses, including Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking. The company's operating segments are organized into six geographical regions, including Europe, Hong Kong, Rest of Asia Pacific, Middle East and North Africa, North America and Latin America.

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