Director - HNW Relationship Manager - Private Bank UK

HSBC; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading global financial institution in London is seeking an experienced Relationship Manager to manage and grow portfolios of High Net Worth clients. The successful candidate will have a track record in client acquisition and management, working within a supportive environment that offers competitive pay and benefits. This role combines relationship management with a commitment to regulatory standards, ensuring excellent risk management and collaboration with internal teams.

Benefits

Private healthcare for all UK-based employees

Enhanced maternity and adoption pay

Contributory pension scheme with generous employer contribution

Qualifications

• Extensive experience in a Relationship Management role within a UK regulated Private Bank setting.
• Demonstrable track record of client portfolio management and new client acquisition.
• Knowledge of Business or Commercial banking is desirable.

Responsibilities

• Manage and develop existing client portfolios.
• Grow revenues through the allocated portfolio of clients.
• Collaborate effectively with internal teams for optimal client outcomes.

Skills

Client portfolio management

New client acquisition

Risk management

Networking

Education

CISI Level 4 qualification or equivalent

Job description

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.

Our Global Private Banking business provides banking, investment and wealth management solutions to help high net worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments and family governance. And our experts in philanthropy support clients in their objectives to have a positive impact on society. As an HSBC employee in the UK, you will 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.

In this role your primary focus will be on the acquisition and relationship management of High Net Worth clients, working from our Mayfair office with coverage of London and some Southern counties. There is an existing portfolio of clients to begin managing immediately with a typical AUM in the region of £5-15million. The key aim in this role will be to acquire, maintain, and grow long-term profitable relationships with your portfolio of clients.

In this role you will:

• Manage and develop existing client portfolios whilst also supporting the origination of new target clients through investment Assets Under Management (AUM), lending and advisory services through own network as well identifying and converting referral opportunities via internal HSBC networks.
• Grow revenues through your allocated portfolio of clients.
• Combine client relationship management with excellent risk management capabilities ensuring credit quality & requisite returns on risk.
• Abide not only by external regulatory requirements but also by internal HSBC control standards which will include timely preparation for all internal and external audits along with any issues raised by regulators.
• Collaborate effectively with appropriate internal teams such as Investment Counselling, Wealth Planning, Credit Advisory and other relevant business lines to optimum effective client and business outcomes.

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

• Extensive experience in a Relationship Management role within a UK regulated Private Bank setting - essential
• CISI Level 4 qualified or equivalent regulated certification - essential
• Demonstrable track record of client portfolio management and new client acquisition - essential
• An ability to build and leverage internal and external networks to generate and convert new opportunities
• Knowledge of Business or Commercial banking - desirable

This role is based in London.

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:

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