Trainee Relationship Manager

4 weeks ago


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)

  • United Kingdom HSBC Full time

    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...


  • 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...

  • Manager Trainee

    1 month ago


    United Kingdom Moore Kingston Smith LLP Full time

    Browse through our current list of vacancies and find out more about the exciting professional and support roles we have available at Moore Kingston Smith. Manager - General Practice - Audit & Accounts Manager - General Practice - Audit & Accounts To mentor, train and manage junior members of staff to enable them to develop and progress. You will be...


  • United Kingdom Samuel and Co Trading Full time

    Trainee Wealth Manager Company: Position: Trainee Wealth Manager About Us: Samuel and Co Trading is a leading provider of financial trading education, offering a Level 5 & 7 Diploma in Financial Trading. Our Ofqual-regulated diploma is designed to equip candidates with the skills and knowledge required to excel in the financial services sector. Upon...

  • Manager Trainee

    1 day ago


    United Kingdom Specsavers Full time

    Job Family Store Roles | Job Category Store Management Trainee Manager Salary: Depending on experience 7 hours a week – weekend working essential  Benefits: free glasses, discounts on hearcare, extra day off for your birthday, discounts on high-street retailers  As a Trainee Manager you will support the store directors and management team in the...


  • United Kingdom Samuel and Co Trading Full time

    Job Specification: Trainee Wealth Manager Company: Samuel and Co Trading Location: London United Kingdom Position: Trainee Wealth Manager About Us: Samuel and Co Trading is a leading provider of financial trading education, offering a Level 5 & 7 Diploma in Financial Trading. Our Ofqual-regulated diploma is designed to equip candidates with the...


  • United Kingdom Greengenuk Full time

    GreenGenUK is looking to expand its office team with the appointment of a trainee project manager. This entry-level role would be ideal for a recent graduate or college-level candidate looking to for a career within the renewable, electrical or mechanical industry. About GreenGenUK: GreenGenUK is a leading provider of sustainable energy solutions,...


  • United Kingdom Velcourt Limited Full time

    Back to Vacancies Position Dairy Farm Managers Location South West No. Required 1-5 Period Full-time The Role Velcourt has some exciting new opportunities coming up this year for dairy farm management positions on new and existing farms. Against this background we are looking to add to the dairy management team the following: • Dairy Farm Managers •...

  • Trainee Associate

    1 month ago


    United Kingdom OpenDoor Recruitment Full time

    We are working with a Legal 500 firm to expand its growing Competition team in London. Known to offer an excellent work/life balance and career progression, this firm is offering a highly competitive salary for this role, ideally looking for a candidate ranging from 2-5 PQE. You will have strong academics and experience managing junior associates,...


  • United Kingdom Shareforce Full time

    ShareForce is a provider of managed talent acquisition services for Europe’s leading digital companies. The ShareForce Academy is dedicated to developing the Talent Acquisition Specialists of the future, providing the foundation training and broad ranging experiences for aspiring TA’s. The Trainee Talent Acquisition Specialist is an exciting opportunity...


  • United Kingdom BMS Performance Full time

    Job Description Industry leading sales training programme £28,500 basic salary and profit share bonus No experience needed, fantastic opportunity to start your career Great career progression opportunities Our client are one of the most highly respected and established names in the electrical wholesale distribution industry. 7bn and are the UK's leading...

  • Trainee It Support

    6 days ago


    United Kingdom Disclaimer: ANY-Web Ltd. Full time

    THE MAIN RESPONSIBILITIES To be the mmain contact via telephone to support and assist pharmacy dispensers with IT problem resolution. The SOFTWARE is for Pharmacy medicine dispensers The role will be conducted from their office in Chorley + with some remote work. The Main Duties & Responsibilities for the Trainee IT Support Analyst To provide...


  • United Kingdom Michael Price Associates Ltd Full time

    Hybrid working (Cranfield Office & Home), with some Business travel. Permanent and Full-Time role. Senior Manager (Accounting) Hybrid working (Cranfield Office & Home), with some Business travel. Permanent and Full-Time role. Are you an experienced ACA-ICAEW or ACCA Qualified Accountant, looking to step into a leadership role in a fast-paced,...


  • United Kingdom Shareforce Full time

    ShareForce is a provider of managed talent acquisition services for Europe’s leading digital companies. The ShareForce Academy is dedicated to developing the Talent Acquisition Specialists of the future, providing the foundation training and broad ranging experiences for aspiring TA’s. The Trainee Talent Acquisition Specialist is an exciting opportunity...


  • United Kingdom Shareforce Full time

    ShareForce is a provider of managed talent acquisition services for Europe’s leading digital companies. The ShareForce Academy is dedicated to developing the Talent Acquisition Specialists of the future, providing the foundation training and broad ranging experiences for aspiring TA’s. The Trainee Talent Acquisition Specialist is an exciting opportunity...


  • United Kingdom Whatsoninleeds Full time

    From our first office in Hong Kong , we now boast 50 offices across continents, including Africa , the Middle East , the Far East , ASEAN , Europe , Latin America , India , and Australasia (with Canada soon to join our ranks). At the heart of our mission lies a singular goal: providing our clients with unparalleled financial peace of mind . Our training...


  • United Kingdom BPP University Full time

    Vacancy details Applicants must provide evidence of their right to work in the UK as BPP is unable to provide visa sponsorship Job Profile Client Services - Client Relationship Title Senior Relationship Manager Contract Type Permanent Job Purpose Ensuring key client programmes run successfully to achieve client retention Working closely with...


  • United Kingdom Fineline group Full time

    Fineline is a leading supplier of PCB technology and supply chain solutions. With a global footprint and more than 300 employees, we have relationships with customers in over 40 countries. At Fineline, we strive for excellence in everything we do. We are trusted partners, close to customers and easy to do business with. We provide a collaborative working...


  • United Kingdom Cactus Search Full time

    As a Client Relationship Manager, your primary responsibility is maintaining strong customer relationships and improving our services to ensure customer satisfaction.To accomplish this, you should promote service excellence and continuous improvements by demonstrating effective communication standards, collaborating with internal and external partners, and...


  • United Kingdom Lancashire Insurance Group Full time

    We have an exciting 6-12 month contract opportunity for you to join our team as a Trainee Reinsurance Technician! The primary purpose of this role is to provide administration support to the reinsurance team including tasks such as: Accurately recording and monitoring Reinsurance contracts Calculating and processing Reinsurance recoverables Data...