Current jobs related to Premier Relationship Manager - St Peter Port - HSBC


  • 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...


  • 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

    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

    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

    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

    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...


  • Bury St. Edmunds, United Kingdom Premier Education Full time

    **Premier Sport Level 2 Apprentice**: - **Premier Sport Level 3 Apprentice**: - **Premier Sport Level 4 Apprentice** Premier Education Group offers fantastic opportunities for enthusiastic, talented people to build a career and deliver to schools and local communities. **30 Hours** We have an intensive training structure to ensure that our staff are...


  • Bury St. Edmunds, United Kingdom Premier Education Full time

    **Premier Sport Level 2 Apprentice**: - **Premier Sport Level 3 Apprentice**: - **Premier Sport Level 4 Apprentice** Premier Education Group offers fantastic opportunities for enthusiastic, talented people to build a career and deliver to schools and local communities. **30 Hours** We have an intensive training structure to ensure that our staff are...


  • 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...


  • Bury St. Edmunds, United Kingdom Premier Education Full time

    **Premier Sport Level 2 Apprentice**: - **Premier Sport Level 3 Apprentice**: - **Premier Sport Level 4 Apprentice** Premier Education Group offers fantastic opportunities for enthusiastic, talented people to build a career and deliver to schools and local communities. **30 Hours** We have an intensive training structure to ensure that our staff are...


  • 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 Aztec Group Full time

    Job SummaryWe are seeking an experienced Senior Client Relationship Manager to join our team at Aztec Group. The successful candidate will be responsible for managing a limited portfolio of fund structures and effectively leading client relationships.Key Responsibilities:Manage the service delivery for the private equity business in collaboration with the...


  • St Peter Port, United Kingdom Aztec Group Full time

    Job Summary:We are seeking an experienced Senior Client Relationship Manager to join our team at Aztec Group. As a key member of our Private Credit Jersey leadership team, you will be responsible for managing a limited portfolio of fund structures and delivering exceptional client service.Key Responsibilities:Manage the service delivery for the private...


  • St Peter Port, United Kingdom Aztec Group Full time

    Reports to Senior Manager / Associate DirectorThe purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration.Key Responsibilities:Act as first point of contact for a limited number of fund structures within a teamCoordinate legal, tax and...


  • St Peter Port, United Kingdom Aztec Group Full time

    Reports to Senior Manager / Associate DirectorThe purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration.Key Responsibilities:Act as first point of contact for a limited number of fund structures within a teamCoordinate legal, tax and...


  • 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 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...


  • Bury St. Edmunds, United Kingdom Premier Education Full time

    Premier has been providing schools, children and parents with innovative programmes and initiatives for over sixteen years and we provide a wide range of services to schools and communities throughout the UK. **Our vision is to Educate and Activate the World!** We understand that its experiences that will help shape children, making them more confident,...


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

    We are seeking a highly experienced and skilled Client Relationship Manager to join our team at AP Group Ltd in Jersey.The successful candidate will have a proven track record of delivering high-quality client service and operational excellence to valued international clients. They will work closely with senior leaders to take ownership of a portfolio of...

Premier Relationship Manager

1 month ago


St Peter Port, United Kingdom HSBC Full time

Unlock Your Potential with HSBC

Are you looking for a career that will help you stand out? Do you want to work with a global leader 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. This includes private healthcare for all employees, enhanced parental and adoption pay, and a non-contributory pension scheme with a generous employer contribution.

We are currently seeking an experienced individual to join our team in the role of Premier Relationship Manager.

This is a client-facing role responsible for actively managing a portfolio of international Premier Expat customers, providing high-quality service to achieve maximum customer satisfaction, and completing full reviews to establish and address their immediate and future financial needs.

Working as part of a collaborative wealth management team, you will provide a dedicated and professional service to our global expat customer base. Through active management of a portfolio, 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.

This is a non-regulated relationship management role; however, the successful individual should be working towards their level 4 investment advice qualification.

In this role, you will:

• Build relationships with clients to retain and develop sustainable relationships.

• Complete regular reviews with clients to understand their current and long-term needs and advise them on the products and services that help them achieve their goals.

• Work closely with wealth managers to fulfill customer portfolio needs.

• 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

• Previous exposure to relationship management, with HNW clients preferred.

• Ability to build relationships and communicate with clients effectively.

• A desire to want to study professional qualifications.