Elite Wealth Relationship Manager

HSBC Global Services Limited; Exeter; On-site; GBP 60,000 - 80,000; Full time

Job summary

A global banking institution is seeking a dedicated professional to manage affluent client portfolios and deliver tailored Relationship Management services. You will act as a Brand Ambassador, providing exceptional customer experiences while collaborating closely with Wealth Managers. Ideal candidates should have prior customer-facing experience in financial services, strong relationship-building skills, and knowledge of wealth management principles. Join us and be part of a diverse workplace that values inclusivity and client service excellence.

Qualifications

• Experience dealing with affluent customers in a financial services environment.
• Ability to build long-term client partnerships and trust.
• Capable of identifying wealth needs and making referrals.

Responsibilities

• Deliver tailored Relationship Management service to HSBC clients.
• Act as a Brand Ambassador, ensuring exceptional customer experience.
• Identify customer needs and facilitate quality referrals.

Skills

Customer facing experience

Relationship building

Interpersonal skills

Collaboration skills

Risk management understanding

Job description

A global banking institution is seeking a dedicated professional to manage affluent client portfolios and deliver tailored Relationship Management services. You will act as a Brand Ambassador, providing exceptional customer experiences while collaborating closely with Wealth Managers. Ideal candidates should have prior customer-facing experience in financial services, strong relationship-building skills, and knowledge of wealth management principles. Join us and be part of a diverse workplace that values inclusivity and client service excellence.