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Premier Wealth Relationship Manager

2 months ago


St Peter Port, United Kingdom HSBC Full time
About the Role

We are seeking a highly skilled and experienced Premier Wealth Relationship Manager to join our team in Jersey, Channel Islands. As a key member of our Wealth and Personal Banking team, you will be responsible for providing exceptional client service and building strong relationships with our high-value premier clients.

Key Responsibilities
  • Provide regulated financial advice to a portfolio of high-value premier clients, conducting in-depth reviews to identify their personal and financial needs.
  • Act as a trusted adviser, providing holistic financial advice and supporting clients through key life events such as investing for their future, planning for retirement, and protecting their family.
  • Deliver needs-based solutions through effective communication and influencing.
  • Continuously monitor and gather information to assess potential impacts and identify possible risks as well as opportunities for the business.
Requirements

We are looking for a people-focused professional with a passion for delivering excellent client service and the ability to build strong relationships. You will need to hold relevant Level 4 qualifications and have experience working in a relevant environment. You should also have the right to work and live in Jersey, Channel Islands.

What We Offer
  • The encouragement you need to fulfill your potential, including financial support to complete your Chartered qualification.
  • Ongoing personal development and progression with exposure to new products and opportunities to learn and sell as part of our Wealth Management team.
  • A flexible benefits package, including non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care.
  • The opportunity to work internationally, with offices around the world.