Wealth Management Trainee

2 weeks ago


St Peter Port, United Kingdom HSBC Full time

Unlock Your Potential in Wealth Management

HSBC 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 Responsibilities:

  • Build relationships with clients to retain and develop sustainable relationships
  • Complete regular reviews with clients to understand their current and long-term financial needs and advise them on the products and services that help them achieve their goals
  • Undertake training and development to support your personal growth within HSBC
  • Develop and maintain an understanding and technical knowledge of relevant products and services available from HSBC Group sources in order to provide the best solutions for clients

Requirements:

  • Experience working in a customer or client-focused environment
  • Outstanding customer service skills with a strong telephone presence
  • Strong (verbal and written) communication skills with an ability to build relationships
  • A desire to begin a career in wealth management
  • An ability to deliver creative and flexible customer solutions

HSBC offers a competitive pay and benefits package, including private healthcare, enhanced parental and adoption pay, and a non-contributory pension scheme with a generous employer contribution.

As an HSBC employee, you will have access to tailored professional development opportunities and a collaborative wealth management team.

Apply now to take the first step in your career as a Trainee Relationship Manager.



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