Wealth Engagement Officer-Birmingham

3 weeks ago

Birmingham, United Kingdom HSBC Full time

Description - External Be part of an exciting and unique team The Wealth Engagement Officer is a customer/client facing role where you will be contacting customers to maximise their wealth needs by holding robust individual reviews of their life and circumstances. By doing this, you will uncover potential investment or protection needs for your customers, which will generate quality appointments or referrals into Wealth Advice and/or digital channels. As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution. In this role, you will be:

  • Providing Wealth & Protection Advice referrals from established Customer profiles using both contact lists & artificial intelligence data, ensuring the customer is then referred to the most appropriate channel to meet their needs.
  • Establishing and implementing the most appropriate Wealth & Protection Advice solution for the customer being that either via Wealth Manager, Wealth Adviser, Relationship Manager or My Investment service
  • Building relationships with customer and colleague groups, acting as a primary contact for Wealth advice referrals.
  • Identifying customer/client need and cross/upsell opportunities, to create deeper and cohesive relationships.
  • Delivering the proposition by providing a consistently excellent customer/client experience and encouraging customer/client to use digital channels where available
  • Using a variety of contact strategies to provide Wealth Advice & Protection referrals
  • Adhering to HSBC & Regulatory procedures and guidelines applicable to the role.
  • Guiding a customer through a digital journey/application on My Investments, providing support and guidance without giving advice.
  • Explaining technical requirements of all digital services to a customer in a clear way to ensure the customer understands each stage of the service and what information is required
  • Experience working with customer contact opportunity data when reviewing contact opportunities presented to them.
  • Have an understanding of available Wealth & Protection products and solutions to ensure meaningful and robust conversations are held.
  • Have a passion for continuously delivering a superior customer experience.
  • Pride in consistently delivering a personalised, friendly & efficient service at all times.
  • Demonstrate excellent communication skills which will enable you to engage in effective conversations with customers & to build strong professional rapport.
  • An ability to understand a customer's requirements through effective conversations ensuring the customer's Wealth & Protection Advice needs are identified and then referred through the most appropriate channel
Hybrid Working Role - The Wealth Engagement Team supports flexible working. This role will be based in Birmingham or Sheffield for 3 days per week, and 2 days working from home. This may differ in time depending on business needs. Our department operates within the following working hours - 8am to 8pm, Monday to Friday and Saturday 9-5pm 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, 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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