Premier Financial Consultant

HSBC; Reading; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A global banking institution is seeking a Premier Financial Consultant in Reading. This hybrid role involves managing relationships for a portfolio of clients, understanding their financial needs, and ensuring exceptional client service. Candidates should have experience in retail banking and be adept in relationship management. The position offers competitive benefits, including private healthcare and a contributory pension scheme.

Benefits

Private healthcare

Enhanced maternity and adoption pay

Contributory pension scheme

Qualifications

• Experience in retail banking or relationship management is crucial.
• Ability to provide outstanding customer service and improve it continuously.
• Understanding of regulatory frameworks in financial services is necessary.

Responsibilities

• Serve as the primary point of contact for personal banking and wealth needs.
• Build strong relationships with portfolio clients to understand their financial goals.
• Implement strategies to enhance the value of existing client portfolios.

Skills

Customer service

Relationship management

Communication skills

Organizational skills

Job description

Overview

Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth clients.

The Premier Financial Consultant serves as the primary point of contact for a portfolio of Premier Clients. This role is a telephony based role that will require remote client engagement from the Reading office, responsible for building and maintaining strong relationship with their portfolio of clients & are also responsible for growing their customer portfolios and securing new business. The Premier Financial Consultants are tasked with proactive client contact, identifying wealth needs, referring to appropriate specialists and business areas to grow new client opportunities.

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.

Responsibilities

• Ensure world class client service and performance while serving as the primary point of contact for personal banking and wealth needs for your portfolio of clients.
• Build and nurture strong, long-lasting relationships with your portfolio of clients, understanding their financial goals and providing tailored solutions to meet their needs.
• Develop and implement strategies to increase the value of existing client portfolios, proactively identifying wealth needs and services to maximize client satisfaction and retention, as well as business performance.
• Forge strong relationship with key stakeholders such as Wealth Managers, Branch, Mortgage and Commercial Banking colleagues
• Encourage personal development and continuous improvement among team members.

Qualifications

• Experience working in relevant environments - retail banking, relationship management, front office.
• Deliver outstanding customer service while proactively seeking innovative ways to improve this service.
• Strong organisational skills are vital - able to effectively make outbound contact from a portfolio of clients whilst handling inbound queries
• Strong understanding of the regulatory frameworks and compliance requirements associated with financial services, including consumer duty.
• Excellent interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth individuals and institutional clients.

Work arrangement

This is a Hybrid working role with the base location as Reading. Candidates must have the ability to commute to this location.

Working Pattern - core hours Monday-Friday 8am-8pm, with Saturdays 9am-5pm. This will be on a rotating shift pattern

Diversity and Inclusion

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.