Premier Wealth Relationship Manager
HSBC, London, United Kingdom – Permanent, Full time.
We are one of the largest banking and financial services organisations in the world, operating in more than 50 countries and territories. We aim to enable businesses to thrive, economies to prosper, and people to realise their ambitions. Whether you want to advance at the top of the industry or take an exciting new direction, HSBC offers support, rewards and a world‑class career path.
We are currently seeking an experienced individual to join our team in the role of Premier Wealth Relationship Manager (Branch based). As a Premier Wealth Relationship Manager you will manage a portfolio of wealth customers, support every aspect of their financial life, and provide professional service in an increasingly complex landscape.
Responsibilities
- Manage and support a portfolio of international and/or Channel Islands and Isle of Man (CIIOM) Premier customers.
- Act as a trusted adviser to new and existing customers, providing holistic financial advice and supporting them through key life events such as investing for the future, saving for a new home, planning for retirement or protecting their family for every eventuality.
- Conduct in‑depth reviews to identify personal and financial needs and deliver a consistent and tailored wealth‑management and financial‑planning service.
- Advise on a full range of products and services, including HSBC‑manufactured products and those from external partners.
- Deliver needs‑based solutions through effective communication and influencing.
- Continuously monitor and gather information to assess potential impacts, identify risks and opportunities for the business.
Qualifications
- Hold or be close to completing a Level 4 qualification relevant to the role (e.g., Dip CII, CISI, or equivalent QCF RDR level 4 qualification).
- Live in Jersey, Channel Islands; hybrid work/flex schedule opportunity.
- Knowledge of, and willingness to learn more about, financial planning and wealth products.
- Understanding of customers’ needs and delivery of excellent customer service.
- Flexible, adaptable approach to change; ability to support others to respond similarly.
- Experience working in relevant environments (retail banking, relationship management, front office).
Diversity and Inclusion
Opening up a world of opportunity. Being open to different points of view is important for our business and the communities we serve. At HSBC, we are dedicated to creating diverse and inclusive workplaces – no matter gender, ethnicity, disability, religion, sexual orientation or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.
Accommodations
If you have a need that requires accommodations or changes during the recruitment process, please contact our Recruitment Helpdesk: Email: hsbc.recruitment@hsbc.com Phone: +44 207 832 8500.
#J-18808-Ljbffr…