Premier Wealth Relationship Manager

4 weeks ago


St Peter Port, United Kingdom HSBC Full time

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


  • St Peter Port, United Kingdom HSBC Full time

    As a Premier Wealth Relationship Manager at HSBC, you will have the opportunity to work with a diverse portfolio of high-value clients, providing them with tailored financial advice and support to help them achieve their goals.With our global brand recognition and reputation for building strong relationships, you will be part of a team that serves over 40...


  • St Peter Port, United Kingdom HSBC Full time

    Are you looking for a challenging role that will allow you to utilize your skills and experience in wealth management? As a Premier Wealth Relationship Manager at HSBC, you will have the opportunity to work with a diverse portfolio of high-value clients, providing them with tailored financial advice and solutions.Key Responsibilities:Provide regulated...


  • St Peter, 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...


  • St Peter Port, United Kingdom HSBC Full time

    Premier Wealth Relationship Managers play a critical role in supporting every aspect of a client's financial life, helping them to grow and manage their wealth in a complex world.As a Financial Services Professional, you will provide holistic financial advice and support to our clients through key life events such as investing for their future, planning for...


  • St Peter, United Kingdom HSBC Full time

    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...


  • St Peter Port, United Kingdom HSBC Full time

    As a Premier Wealth Relationship Manager at HSBC, you will have the opportunity to build a portfolio of high-value clients and provide them with tailored financial advice and wealth management services.The role involves conducting in-depth reviews to identify clients' personal and financial needs, and delivering a consistent and tailored wealth management...


  • St Peter Port, United Kingdom HSBC Full time

    We are seeking an experienced Wealth Management Specialist to join our team in Jersey, Channel Islands. As a Premier Wealth Relationship Manager, you will be responsible for providing regulated financial advice to a portfolio of high-value clients.With a strong background in wealth management and a passion for delivering excellent client service, you will...


  • St Peter Port, United Kingdom HSBC Full time

    Unlock Your Potential with HSBCAre you looking for a career that will help you stand out in the world of finance? Look no further than HSBC, where we offer opportunities, support, and rewards that will take you further.As an HSBC employee in the Channel Islands and Isle of Man, you will have access to tailored professional development opportunities and a...


  • St Peter Port, United Kingdom HSBC Full time

    Unlock Your Potential in Wealth ManagementAre you looking to start a career that offers opportunities for growth and development?HSBC is seeking a dynamic individual to join our wealth management team as a Trainee Relationship Manager in Jersey.This entry-level role provides the perfect opportunity to begin a career with a leading international bank and gain...


  • St Peter Port, United Kingdom HSBC Full time

    Unlock Your Potential in Wealth ManagementHSBC is seeking a dynamic individual to join our wealth management team as a Trainee Relationship Manager. In this role, you will have the opportunity to develop and retain relationships with our global expat customer base, providing a dedicated and professional service to meet their financial needs.Key...


  • St Peter, United Kingdom HSBC Full time

    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...


  • St Peter Port, United Kingdom HSBC Full time

    Unlock Your Potential in Wealth ManagementHSBC is seeking a dynamic individual to join our wealth management team as a Trainee Relationship Manager. This entry-level opportunity will provide you with the chance to begin a career with a leading international bank and develop your skills in client-facing roles.Key Responsibilities:Build relationships with...


  • St Peter Port, United Kingdom HSBC Full time

    Unlock Your Potential in Wealth ManagementHSBC offers a dynamic career path for individuals looking to grow professionally and personally. As a Trainee Relationship Manager, you will have the opportunity to develop your skills and knowledge in wealth management, working with a global expat customer base.Key Responsibilities:Build and maintain relationships...


  • St Peter Port, United Kingdom HSBC Full time

    Discover a career that shines brighter than others.If you're looking to stand out in your field, join HSBC and unlock your potential. Whether you aspire to reach the top or explore a new direction, our bank offers opportunities, support, and rewards that will propel you forward.As an HSBC Channel Islands and Isle of Man (CIIOM) employee, you'll gain access...


  • St Peter Port, United Kingdom AP Group Ltd Full time

    About the Role:AP Group Ltd is seeking a highly skilled and experienced Senior Wealth Management Professional to join our team. As a Private Wealth Manager, you will be responsible for providing technical and managerial support to your team, mentoring them in their roles and encouraging staff to develop long-term relationships with profitable clients.Key...


  • St Peter Port, United Kingdom AP Group Ltd Full time

    About the Role:AP Group Ltd is seeking a highly skilled and experienced Senior Wealth Management Professional to join our team. As a Private Wealth Manager, you will be responsible for providing technical and managerial support to your team, mentoring them in their roles and encouraging staff to develop long-term relationships with profitable clients.Key...


  • St Peter Port, United Kingdom AP Group Ltd Full time

    About the Role:AP Group Ltd is seeking a highly skilled and experienced Senior Wealth Management Professional to join our team. As a key member of our Private Wealth department, you will be responsible for providing technical and managerial support to your team, mentoring them in their roles, and encouraging staff to develop long-term relationships with...


  • St Peter Port, United Kingdom AP Group Ltd Full time

    About the Role:We are seeking a highly experienced and skilled professional to join our team as a Manager, Private Wealth. The successful candidate will provide technical and managerial support to their team, mentoring them in their roles and encouraging staff to develop long-term relationships with profitable clients.Key Responsibilities:Provide technical...


  • St Peter Port, United Kingdom HSBC Full time

    Unlock Your Potential with HSBCAre you looking for a career that will help you stand out in the financial industry? HSBC offers opportunities, support, and rewards that will take you further. As an HSBC employee, you will have access to tailored professional development opportunities and a competitive pay and benefits package.About the RoleThis is a...


  • St Peter Port, United Kingdom HSBC Full time

    About HSBCHSBC is a leading global banking and financial services organization with a presence in over 80 countries. We offer a wide range of products and services to our customers, including personal and commercial banking, wealth management, and corporate and investment banking.