Wealth Relationship Manager | High-Net-Worth Solutions
hsbcBeverly Hills, CA
Wealth Relationship Manager | High-Net-Worth Solutions
hsbcBeverly Hills, CA
2 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
A leading financial institution in Beverly Hills is seeking an experienced individual for a wealth management role. The ideal candidate will have a strong background in financial sales, proven relationship-building skills, and required financial licenses. This position involves developing client relationships and providing tailored financial solutions. Competitive compensation and benefits are included in a supportive work environment.
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JOB OVERVIEW
Experience level
Senior
Location
Beverly Hills, CA
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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