Wealth Management Trainee
2 weeks ago
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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