Premier Wealth Relationship Manager
4 weeks ago
As a Premier Wealth Relationship Manager at HSBC, 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 advise on a full range of products and services, including both HSBC manufactured products and those provided by external partners.
Key Responsibilities:
- Provide regulated financial advice to high-value premier clients
- Conduct in-depth reviews to identify client needs
- Deliver a consistent and tailored wealth management and financial planning service
- Advise on a full range of products and services
Requirements:
- 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:
- 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 steppingstone to work internationally, with offices around the world
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