Premier Relationship Director -Banstead, Croydon, Sutton & Wallington

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.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambition.

Our Wealth Management teams provide a range of services to HSBC customers, supporting key life events, such as saving for university fees, buying a new home to retirement; whilst protecting their family and interests for every eventuality, providing confidence and reassurance.

We support every aspect of a customer’s financial life, helping them to grow, manage and preserve their wealth and provide a professional service in a world of increasing complexity. This includes a greater range of financial products and solutions, and a better understanding of our customers’ affairs. For us, Wealth Management is genuinely a relationship-based service.

For our customers, this means a tailored approach, personalised attention and our teams working collaboratively to support their entire life journey.

The Premier Relationship Director serves as the primary point of contact for a portfolio of High-Net-Worth Premier Clients with a net worth of £750k to £1.5m+. They are responsible for building and maintaining strong relationship with their high-net-worth clients & are also responsible for growing their customer portfolio and securing new business. The Premier Relationship Director role will be based in local branches.

The individual supports every aspect of a client’s financial life, helping them to grow, manage and preserve their wealth and provide a professional service in a world of increasing complexity. This includes a greater range of financial products and solutions, and a better understanding of our customers’ needs.

The Premier Relationship Director is tasked with proactive client contact, identifying wealth needs, and referring to appropriate specialists as well as being present in the local community and alongside branch colleagues, to grow new client opportunities.

In this role you will:

• Ensure world class client service and performance while serving as the primary point of contact for personal banking and wealth needs for your portfolio of clients.     
• Build and nurture strong, long-lasting relationships with your portfolio of clients, understanding their financial goals and providing tailored solutions to meet their needs.
• Develop and implement strategies to increase the value of existing client portfolios, proactively identifying wealth needs and services to maximize client satisfaction and retention, as well as business performance.         
• Represent the bank within your local community, at industry events, conferences, among other networking opportunities to enhance HSBC’s reputation, attract new business and expand our presence within the high-net-worth market.                                                                                      
• Forge strong relationship with key stakeholders such as Wealth Managers, Branch, Mortgage and Commercial Banking colleagues.
• Adhere to structures and processes for the management of credit, operational, reputational, criminal, and regulatory risk.

To be successful in this role you should meet the following requirements :

• Proven track record of success in relationship management is essential
• Experience in customer facing role and passionate about delivering outstanding customer service while proactively seeking innovative ways to improve this service - Essential                                                                                                                                      
• A comprehensive understanding of the regulatory frameworks and compliance requirements associated with financial services, including consumer duty.                                                                                                                            
• Excellent interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth individuals and institutional clients.
• Relevant industry certifications (e.g., CFA, CFP) is desired

This role will be based in Bansted, Croydon, Sutton & Wallington

Opening up a world of opportunity

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com

Telephone: +44 207 832 8500