Premier Relationship Manager - Expat

Brand:  HSBC
Area of Interest:  Branch and Retail Banking
Location: 

St Helier, JE, JE, JE1 1HS

Work style: 
Date:  31 Oct 2024

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 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.

 

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

 

This 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.
  • ·         Working closely with wealth managers to fulfil 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.  

 

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.

 

You’ll achieve more when you join HSBC.

 

This role will be based in Jersey, Channel Islands. We are looking for applicants who have the ability to work on a full-time basis, ideally on a 9-5pm shift.

 

For further details and application information please click “Apply”

 

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. 

 

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