Premier Wealth Relationship Manager

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 ambitions.

We are currently seeking a professional to join our team in the role of: Premier Wealth Relationship Manager

Whether you’re creating connections with customers or colleagues, Wealth Management is genuinely a relationship-based service. As a Premier Wealth Manager, you’ll have access to an impressive portfolio of wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to team that prides itself on making connections and building relationships. You’ll support every aspect of a customer’s financial life, help them grow, manage and preserve their wealth, and provide a professional service in a world of increasing complexity.

As an HSBC employee in the 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, enhanced parental and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution.

In this role you will:

• Manage and support a portfolio of based Premier customers and act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality
• Conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients
• Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners
• Deliver needs-based solutions through effective communication and influencing whilst continuously monitoring and gathering information to assess potential impacts and identify possible risks and opportunities for the business

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

• Hold a role relevant Level 4 qualification (Dip CII, CISI or equivalent QCF RDR level 4 qualification)
• Possess knowledge of and a willingness to learn more about financial planning and wealth products
• Understanding of customers' needs and delivering excellent customer service
• Flexible, adaptable approach to change and will support others to respond in a similar way
• Experience working in relevant environments (retail banking, relationship management, front office)

This role is based in Jersey

You’ll achieve more when you join HSBC.

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