High Net Worth Relationship Manager - Private Bank UK

TN United Kingdom; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a High Net Worth Relationship Manager to join their dynamic team in London. This role offers the opportunity to work closely with high net worth clients, managing their complex banking and investment needs while providing an exceptional client experience. You will be instrumental in deepening relationships and enhancing portfolio income generation. The company is committed to your professional development, offering competitive pay and benefits, including private healthcare and a generous pension scheme. If you have a passion for wealth management and a drive to excel, this could be the perfect opportunity for you.

Benefits

Private Healthcare

Enhanced Maternity and Adoption Pay

Contributory Pension Scheme

Professional Development Opportunities

Qualifications

• Experience in managing HNW client relationships is essential.
• Understanding of banking and lending solutions for high net worth clients.

Responsibilities

• Manage complex banking and investment needs of high net worth clients.
• Grow and maintain profitable long-term client relationships.

Skills

Client Relationship Management

KYC & CDD Knowledge

Wealth Management Solutions

Communication Skills

Education

CISI Level 4 or equivalent

Job description

High Net Worth Relationship Manager - Private Bank UK, London

Client: HSBC Global Services Limited

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: 6e090e96eaf7

Job Views: 3

Posted: 05.05.2025

Expiry Date: 19.06.2025

Job Description:

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfill 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 wealth planning, alternative investments, and family governance. Additionally, our philanthropy experts support clients in their social impact objectives. As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package, including private healthcare, enhanced maternity and adoption pay, support upon return to work, and a contributory pension scheme with a generous employer contribution.

The High Net Worth (HNW) Relationship Manager role focuses on clients with Total Relationship Balances between £1.5m and £4m. The role involves growing knowledge of the wider Private Banking business to manage portfolios with higher value and potentially more complex clients in the future.

In this role you will:

• Manage client relationships with complex banking, lending, and investment needs with HSBC.
• Provide an outstanding client experience aligned with the expectations of the HNW target segment.
• Maintain and grow profitable long-term relationships with existing clients while sourcing and onboarding new clients through referral channels.
• Support your HNW Wealth Manager in achieving common financial objectives.
• Deepen client relationships and improve portfolio income generation.

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

• CISI Level 4 or equivalent regulated qualification - essential
• Experience managing client relationships within the HNW segment in Private Banking or Wealth Management - essential
• Excellent knowledge of KYC & CDD requirements - essential
• Solid understanding of banking, lending, and wealth solutions for this segment - essential
• Highly effective communication skills with clients and internal stakeholders

This role is based in London.

Opening up a world of opportunity

At HSBC, we value diverse perspectives and are committed to creating inclusive workplaces. We are dedicated to removing barriers and ensuring careers at HSBC are accessible to everyone. We are proud to be a Disability Confident Leader and will offer interviews to candidates with disabilities, long-term conditions, or neurodivergence who meet the role's minimum criteria.

If you require accommodations or changes during the recruitment process, please contact our Recruitment Helpdesk.