Premier Relationship Manager United Kingdom
Job description
Premier Relationship Manager
Some careers shine brighter than others.
If you’re 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 simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
As an HSBC employee 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 maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.
We are currently seeking an experienced individual to join this team in the role of Premier Relationship Manager
This a client facing role responsible for actively managing a portfolio of international Premier Expat customers, providing high quality service to achieve maximum customer satisfaction and completing full reviews to establish and address their immediate and future financial needs.
Working as part of a collaborative wealth management team, this is a client facing role in which you will provide a dedicated and professional service to our global expat customer base. Through active management of a portfolio you will develop and retain relationships with our global customers, reviewing the portfolio regularly to ensure solutions are suitable to meet client needs and driving customer satisfaction.
This is a non-regulated relationship management role, however the successful individual should be working towards their level 4 investment advice qualification.
In this role, you will:
- Build relationships with clients to retain and develop sustainable relationships
- Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals
- Working closely with wealth managers to fulfil customer portfolio needs
- Develop and maintain an understanding and technical knowledge of relevant products and services available from HSBC Group sources in order to provide the best solutions for clients
To be successful in this role you should meet the following requirements:
- Previous exposure to relationship management, with HNW clients preferred
- Ability build relationships and communicate with clients effectively
- A desire to want to study professional qualifications
For further details and application information please click “Apply”
You’ll achieve more when you join HSBC.
HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk:
Email: [email protected]
Telephone: +44 2078328500.
Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process
