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Premier Wealth Relationship Manager

1 month ago

St Peter Port, United Kingdom HSBC Full time
Unlock Your Potential as a Premier Wealth Relationship Manager

Are you a driven and ambitious professional looking to take your career to the next level? Do you have a passion for delivering exceptional client service and building strong relationships? If so, we have an exciting opportunity for you to join our team as a Premier Wealth Relationship Manager at HSBC.

About the Role

As a Premier Wealth Relationship Manager, you will be responsible for providing regulated financial advice to a portfolio of high-value premier clients. You will conduct in-depth reviews to identify their personal and financial needs, delivering a consistent and tailored wealth management and financial planning service. You will also advise on a full range of products and services, including HSBC manufactured products and those provided by external partners.

Key Responsibilities
  • Provide holistic financial advice and support to clients through key life events, such as investing for their future, planning for retirement, protecting their family, or leaving a legacy for future generations.
  • 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 people-focused professionals who have a passion for delivering excellent client service and the ability to build an impressive portfolio. You could have experience in this area already or be newly qualified, but we are keen to hear from individuals who want to build on their existing knowledge and learn more about financial planning and wealth products.

  • Hold role-relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification).
  • Have the right to work and live in Jersey, Channel Islands.
  • Have experience working in a relevant environment (wealth management, retail banking, relationship management, front office).
  • Have the desire to build valuable and effective stakeholder relationships.
What We Offer

We offer a competitive pay and benefits package, including private healthcare for all employees, enhanced parental and adoption pay, and a non-contributory pension scheme with a generous employer contribution. You will also have access to tailored professional development opportunities and the encouragement you need to fulfil your potential, including financial support to complete your Chartered qualification.

We are committed to helping you grow and develop your career, with ongoing personal development and progression opportunities. You will have exposure to new products and new opportunities to learn and sell as part of our Wealth Management team, supported by full training and ongoing coaching.