Trainee Relationship Manager

3 weeks ago

Jersey, United Kingdom HSBC Full time

Description - External
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 parental and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution.

Due to internal promotions we are currently seeking dynamic individuals to join our wealth management team in the role of Trainee Relationship Manager

This is an entry level opportunity to begin a career with a leading international bank, you will be supported to grow personally and professionally with the opportunity to study accredited wealth management qualifications.

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.

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 financial needs and advise them on the products and services that help them achieve their goals

Undertake training and development to support your personal growth within HSBC

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:

Experience working in a customer or client focused environment

Outstanding customer service skills with a strong telephone presence

Strong (verbal and written) communication skills with an ability to build relationships

A desire to begin a career in wealth management

An ability to deliver creative and flexible customer solutions

Internally this role is known as Premier Financial Consultant

You must hold 'entitled' or 'entitled to work' Jersey residency status to apply

You'll achieve more when you join HSBC

For further details and application information please click "Apply"

Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.

We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse.

If you'd like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:
Email:
Telephone: (phone number removed)

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