Premier Wealth Relationship Manager

4 weeks ago

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 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 support when you return to work, and a non-contributory pension scheme with a generous employer contribution.

When you join HSBC as a Premier Wealth Relationship Manager, you’ll enjoy access to an impressive portfolio of wealth clients. With our global brand recognition and a reputation for building loyal relationships at HSBC Wealth and Personal Banking, we serve over 40 million customers globally, 6 million of whom are international, ranging from retail customers to ultra-high-net-worth individuals and their families.

And, here in Jersey - where the role will be located - is where the financial industry reigns supreme That’s why we’re looking for exceptional individuals to provide a professional service in supporting every aspect of a client’s financial life; helping them to grow whilst managing and preserving their wealth in a world of increasing complexity.

As a Wealth Manager, you will:

·Provide regulated financial advice to a portfolio of high value premier clients either internationally and/or within the Channel Islands and Isle of Man (CIIOM) by conducting in-depth reviews to identify their personal and financial needs so you can deliver a consistent and tailored wealth management and financial planning service and advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.

·Act as a trusted adviser providing holistic financial advice and supporting our clients through key life events such as investing for their future, planning for retirement, protecting their family, or leaving a legacy for future generations.

·Deliver needs-based solutions through effective communication and influencing.

·Continuously monitor and gather information to assess potential impacts and identify possible risks as well as opportunities for the business by collaborating closely with key stakeholders to build a pipeline of new clients.

Requirements

We’re looking for people-focused professionals who have a passion for delivering excellent client service and the ability to build an impressive portfolio helping to safely build the HSBC Wealth and Personal Banking business. You could have experience in this area already or be newly qualified but we’re keen to hear from individuals who want to build on their existing knowledge and learn more about financial planning and wealth products so they can move the dial up in their career.

You will also need to:

·Hold role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification)

·Have the right to work and live in Jersey, Channel Islands

·Have experience working in a relevant environment (wealth management, retail banking, relationship management, front office).

·Have the desire to build valuable and effective stakeholder relationships.

You can look forward to:

·The encouragement you need to fulfil your potential including financial support to complete your Chartered qualification.

·Ongoing personal development and progression with exposure to new products, and new opportunities to learn and sell as part of our Wealth Management team, supported by full training and ongoing coaching.

·A flexible benefits package including, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care.

·The steppingstone to work internationally - this can be your place to start and branch out to anywhere as we have offices around the world.

·Client expectations are changing, some wish to be seen in our branches, their homes or virtually, this allows us to bring hybrid working to life for our people.

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