Premier Relationship Manager

Location: 

Taunton, GB, TA1 1NA


Brand:  HSBC
Area of Interest:  Branch and Retail Banking
Closing Date:  Office Worker
Date:  15 Jun 2026

Job description

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 an exciting new direction, we offer opportunities, support and rewards that will take you further.

 

We’re one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.

 

Our Wealth and Premier teams are responsible for supporting millions of customers – from those starting to build their financial future, to clients with more complex needs. Together, we help them achieve their goals through trusted relationships and tailored financial solutions.

 

As a Premier Relationship Manager, you’ll be passionate about helping customers and delivering a superior service, whilst you serve as the primary point of contact for a portfolio of mass affluent clients with a net worth of £250k to £750k. You’ll build and maintain strong relationships, support customers through key life events, and collaborate with Wealth Managers to deliver tailored financial solutions.

 

Although this is a branch-based role you’ll be required to visit customers at their home or work location. Expenses will be paid when incurred. Please note, due to the geographical portfolio locations of our clients within Premier, a driving licence and your own vehicle may be required.

 

In this role you’ll:

 

  • Deliver a consistent and tailored Relationship and Wealth Management service to a portfolio of HSBC clients
  • Act as a Brand Ambassador for HSBC, delivering an exceptional customer experience through identifying and fulfilling customer needs
  • Use data and strategic thinking to identify customer needs and make quality referrals to colleagues
  • Take ownership of day-to-day servicing of customer banking needs with empathy and professionalism
  • Work closely with Wealth Managers to support clients through key life events
  • Maintain and grow your client network, bringing in new clients and nurturing existing relationships

 

Skills/experience required to be successful:

 

  • Experience in a customer facing role within banking - delivering excellent client service and positive outcomes
  • Strong interpersonal, collaboration and communication skills
  • An emphatic and customer-centric mindset with the ability to build trust and long-term client relationships
  • Commercially minded and able to use data-led approaches and curiosity to understand customer goals
  • Resilience and sound judgment when working in demanding situations
  • Effective organisation and planning skills
  • Comprehensive risk awareness and an ability to adhere to compliance standards
  • Fluency with digital tools to support customer interactions and financial planning

As an HSBC employee in the UK, you’ll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

 

To support you with putting your best foot forward for our internal opportunities, you are invited to take advantage of our CV and Interview workshops, hosted by our Talent Acquisition team. To find out more and register to attend please click this link.

 

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, socio-economic background 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 contact the Recruiter.