
at HSBC
Investment BankingPosted 3 months ago
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Senior relationship manager role within HSBC's International Wealth and Premier Banking team, responsible for managing premier customers' portfolios and delivering financial planning, advice and market insight. The role involves selling and advising on products including investments, deposits, insurance, financing and foreign exchange. It requires strong knowledge of wealth management and financial markets, excellent communication skills, and maintaining active investment/insurance accreditation. Candidates must have a bachelor's degree and a minimum of three years' experience in retail/premier banking as a relationship manager.
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- Country
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Currency: Not specified
Full Job Description
Some Careers Shine Brighter Than Others.
If you’re looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth.
Our wealth management teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, deposits, insurance, financing and foreign exchange. They include relationship managers, who work to understand the financial needs of clients and create strategies to meet their objectives, as well as technical product experts, sales managers and support staff.
We are currently seeking an experienced professional to join this team in the role of AM Premier Relationship Manager WM4 SR.
Responsibilities:
Manage premier customer’s portfolio
Qualifications :
To be successful in this role, you should meet the following requirements:
Has a minimum 3 years experience working in Retail/Premier Banking segment as Relationship Manager
Has a minimum of bachelor’s degree
Remain active in investment and/or insurance accreditation
Good communication and interpersonal skills
Strong knowledge of Wealth Management, Financial Markets, and Investment Products



