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Trainee Relationship Manager

2 months ago

St Peter Port, United Kingdom HSBC Full time

About HSBC

HSBC is a leading international bank that offers a wide range of financial services to individuals and businesses. As a global organization, we have a strong presence in many countries and a commitment to helping our customers achieve their financial goals.

About the Role

We are seeking a dynamic and motivated individual to join our wealth management team in Jersey as a Trainee Relationship Manager. In this role, you will have the opportunity to work with a diverse range of clients and develop your skills in relationship management, financial planning, and customer service.

Key Responsibilities

  • Build and maintain relationships with clients to understand their financial needs and goals
  • Provide personalized financial advice and solutions to clients
  • Work closely with other teams to ensure seamless delivery of services to clients
  • Develop and maintain knowledge of HSBC's products and services to provide the best solutions for clients

Requirements

  • Experience working in a customer-facing role, preferably in a financial services environment
  • Strong communication and interpersonal skills, with the ability to build relationships with clients and colleagues
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Desire to begin a career in wealth management and develop skills in relationship management and financial planning