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Premier Wealth Relationship Manager

ExperiencedNo visa sponsorship
HSBC logo

at HSBC

Other

Posted 25 days ago

No clicks

**Premier Wealth Relationship Manager** at HSBC: Manage high-networth customers' wealth, deliver holistic financial advice, and build relationships. Join a global leader, grow your career in a supportive environment. Requirements: Relevant Level 4 qualifications, local residency, understanding of financial products, excellent customer service, adaptability, and experience in relevant roles.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United Kingdom

Full Job Description

If youre looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further.

Were one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.

We are currently seeking an experienced individual to join our team in the role of Premier Wealth Relationship Manager, Branch based.

Whether youre creating connections with customers or colleagues, Wealth Management is genuinely a relationship-based service. As a Premier Wealth Relationship Manager, youll have access to an impressive portfolio of wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to team that prides itself on making connections and building relationships. Youll support every aspect of a customers financial life, help them grow, manage and preserve their wealth, and provide a professional service in a world of increasing complexity.

As an HSBC employee in the Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution.

In this role you will:

  • Manage and support a portfolio of international and/or Channel Islands and Isle of Man (CIIOM) Premier customers
  • Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your 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 of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients
  • Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners
  • Deliver needs-based solutions through effective communication and influencing
  • Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business

To be successful in this role you should meet the following requirements:

  • Hold or be close to completing a role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification)
  • Live in Jersey, Channel Islands with hybrid work/flex schedule opportunity
  • Knowledge of and willingness to learn more about financial planning and wealth products
  • Understanding of customers' needs and delivering excellent customer service
  • Flexible, adaptable approach to change and will support others to respond in a similar way
  • Experience working in relevant environments (retail banking, relationship management, front office)

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, were dedicated to creating diverse and inclusive workplaces - no matter their 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.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com

Telephone: +44 207 832 8500

Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

Premier Wealth Relationship Manager

Compensation

Not specified

City: Not specified

Country: United Kingdom

HSBC logo
Other

25 days ago

No clicks

at HSBC

ExperiencedNo visa sponsorship

**Premier Wealth Relationship Manager** at HSBC: Manage high-networth customers' wealth, deliver holistic financial advice, and build relationships. Join a global leader, grow your career in a supportive environment. Requirements: Relevant Level 4 qualifications, local residency, understanding of financial products, excellent customer service, adaptability, and experience in relevant roles.

Full Job Description

If youre looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further.

Were one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.

We are currently seeking an experienced individual to join our team in the role of Premier Wealth Relationship Manager, Branch based.

Whether youre creating connections with customers or colleagues, Wealth Management is genuinely a relationship-based service. As a Premier Wealth Relationship Manager, youll have access to an impressive portfolio of wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to team that prides itself on making connections and building relationships. Youll support every aspect of a customers financial life, help them grow, manage and preserve their wealth, and provide a professional service in a world of increasing complexity.

As an HSBC employee in the Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution.

In this role you will:

  • Manage and support a portfolio of international and/or Channel Islands and Isle of Man (CIIOM) Premier customers
  • Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your 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 of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients
  • Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners
  • Deliver needs-based solutions through effective communication and influencing
  • Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business

To be successful in this role you should meet the following requirements:

  • Hold or be close to completing a role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification)
  • Live in Jersey, Channel Islands with hybrid work/flex schedule opportunity
  • Knowledge of and willingness to learn more about financial planning and wealth products
  • Understanding of customers' needs and delivering excellent customer service
  • Flexible, adaptable approach to change and will support others to respond in a similar way
  • Experience working in relevant environments (retail banking, relationship management, front office)

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, were dedicated to creating diverse and inclusive workplaces - no matter their 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.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com

Telephone: +44 207 832 8500

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.