Senior Client Relationship Manager

2 weeks 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 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 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 Senior Client 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, this is a client-facing role in which 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

To be successful in this role, you should meet the following 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.

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