Senior Relationship Manager

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 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.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking a professional individual to join this team in the role of: Senior Client Relationship Manager

This primary purpose of ths role will be to manage and develop client portfolios with the upper HNW and UHNW segments, participating in the Team’s organisation and ensuring appropriate administrative oversight .

In this role, you will: 

• Provide full-service banking, investment and wealth management to upper HNW and UHNW private clients through the marketing of all appropriate Global Private Banking products and services  
• Establish new relationships and manages existing relationship to generate incremental AUM and Revenue flows in-line with KRIs and Scorecard Objectives
• Ensure client’s objectives are met through an appropriate selection of products, services and solutions and risk profiling and suitability obligations are fulfilled
• Attend management meetings as part of the Global Private Bank CI leadership team
• Grow revenue, increase AUM of portfolio, inflows of net new money (NNM), net new invested assets, Mandates and Return on AUM achieving growth by leveraging brand, channels and RM network

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

• Level 6 investment qualified with considerable experience giving investment advice and evidence of building a book of clients with significant AUM.
• Proven track record in asset gathering, asset growth and revenue generation with an excellent understanding of financial markets and products
• Solid commercial and negotiation skills with highly developed communication skills for use in direct client contact and problem solving
• Ability to provide sound financial and statistical analysis with a strong customer service focus
• Attention to detail, pragmatic and the ability to think creatively to solve problems

The location for this role is, Jersey

You’ll achieve more when you join HSBC.

If you’d like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com

Telephone: +44 207 832 8500.