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Wealth Advisor High-Net-Worth Clients

Job in Washington, District of Columbia, 20022, USA
Listing for: HSBC
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance, Financial Consultant
  • Sales
    Financial Sales, Banking & Finance
Job Description & How to Apply Below
Position: Wealth Advisor for High-Net-Worth Clients
A leading global bank is seeking a Wealth Relationship Manager to build and maintain relationships with high-net-worth clients. The role involves providing tailored financial solutions and conducting needs assessments. Candidates must have a bachelor's degree, required financial licenses, and ideally proficiency in Mandarin. This challenging role requires excellent communication, sales, and relationship skills, contributing to the bank's commitment to client success in a competitive environment.
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