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Relationship Manager – Private Bank

This is an exciting opportunity for you to join a dynamic, diverse team within the CIIOM market of HSBC Global Private Bank, we are actively looking for Relationship Manager GPBCI.

All About you

We are currently seeking an ambitious individual to help us grow, develop and strengthen our Private Banking, Client’s high net worth business, in the Channel Islands. We are actively looking for an exceptionally talented individual who is collaborative, resilient and motivated to understand, and deliver on our customers’ needs.

If you have a growth mind-set, act with integrity and are constantly looking to challenge yourself, this role is the one for you.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

In this role, you will:

• In line with annual targets, grow and service a portfolio of Family Office clients.
• Position the Family Office service and other relevant investment solutions to high net worth Families and prospects – specifically, custody, lending, discretionary, structured products and private equity.
• Develop and deepen relationships with ultra-high net worth clients and their families to grow AUM and profitability.
• Will be accountable for assessing client needs to provide private banking family office services to UHNW families – sometimes with the help of an Investment Counsellor.
• Job holder will develop positive working relationships with internal stakeholders, Compliance and Risk where appropriate to improve client’s portfolios and align with the risk profile.
• This is a role very much focused on growing safely – so ultimately, exceed annual financial targets of Net New Money, Net Discretionary and Revenue without any investment sales suitability issues.
• Initially 100% business development to win and then service new Family Office business with the assistance of the Guernsey support team.

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

• Level 6 investment qualified or within 12 months of start date – essential
• Experience of onboarding complex Trust, Corporate and Foundation structures, including documentation requirements, UBO source of wealth and relevant tax documents.
• Knowledge of custody, lending and execution only trading, essential.
• Evidence of attracting and managing complex UHNW families and their Family Offices.
• Evidence and experience of exceeding key financial targets: Net new money, Net discretionary, Net lending, Net revenue increase YoY.
• Five years’ recent experience, providing investment advice to HNW clients, (preferable).
• Experience of building a Credit book of private clients, Trusts and corporates – experience of how to position Lombard credit.
• Experience of managing a private client portfolio and evidence of how you grew your portfolio.
• Evidence of developing an external Network (Tax accountants/Trustees/Lawyers) to generate referred PB business.
• Ability to multitask whilst adapting to changing priorities
• Ability to work collaboratively
• Exceptional interpersonal skills, communication skills and an ethical mindset.

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.”