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Wealth Management Trainee

4 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. This is an entry-level opportunity to begin a career with a leading international bank, where you will be supported to grow personally and professionally with the opportunity to study accredited wealth management qualifications.

As a Trainee Relationship Manager, you will work as part of a collaborative wealth management team, providing a dedicated and professional service to our global expat customer base. You will develop and retain relationships with our global customers, reviewing the portfolio regularly to ensure solutions are suitable to meet client needs and driving customer satisfaction.

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 for all employees, enhanced parental and adoption pay, and a non-contributory pension scheme with a generous employer contribution.