Premier Financial Consultant - Leeds

TN United Kingdom; Leeds; On-site; GBP 35,000 - 55,000; Full time

Job summary

Ein etabliertes Unternehmen im Finanzsektor sucht einen Premier Financial Consultant, der als primärer Ansprechpartner für wohlhabende Kunden fungiert. In dieser spannenden Rolle werden Sie dafür verantwortlich sein, starke Beziehungen zu Ihren Kunden aufzubauen und deren Bedürfnisse zu identifizieren, während Sie maßgeschneiderte Lösungen anbieten. Die Position bietet Ihnen die Möglichkeit, in einem hybriden Arbeitsumfeld zu arbeiten, in dem Sie sowohl remote als auch vor Ort in Leeds tätig sind. Sie profitieren von einem wettbewerbsfähigen Vergütungspaket, das private Gesundheitsversorgung und Unterstützung bei der beruflichen Weiterentwicklung umfasst. Wenn Sie eine Leidenschaft für Kundenservice und Beziehungsmanagement haben, ist dies die ideale Gelegenheit für Sie.

Benefits

Private Gesundheitsversorgung

Erweiterte Mutterschafts- und Adoptionsvergütung

Beitragsorientierte Rentenregelung

Qualifications

• Erfahrung im Einzelhandelsbankwesen oder Beziehungsmanagement.
• Starke Kommunikationsfähigkeiten und Kundenorientierung.

Responsibilities

• Pflegen von Beziehungen zu Premier-Kunden und Identifizieren von Bedürfnissen.
• Entwickeln von Strategien zur Steigerung des Wertes bestehender Kundenportfolios.

Skills

Kundenservice

Beziehungsmanagement

Regulatorische Kenntnisse

Kommunikationsfähigkeiten

Proaktive Problemlösung

Education

Bachelorabschluss in Finanzen oder verwandten Bereichen

Job description

Social network you want to login/join with:

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Client:

HSBC Global Services Limited

Location:

Leeds, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

fc63f4421caf

Job Views:

4

Posted:

28.04.2025

Expiry Date:

12.06.2025

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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 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 specialized 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 requires remote client engagement from the Leeds office, responsible for building and maintaining strong relationships with clients and growing their customer portfolios by securing new business.

The Premier Financial Consultants are tasked with proactive client contact, identifying wealth needs, and referring clients to appropriate specialists and business areas to grow new opportunities.

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.

In this role you will:

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

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

• Experience in retail banking, relationship management, or front office environments.
• Outstanding customer service skills with a proactive approach to improvement.
• Remote Relationship Management experience.
• Strong understanding of regulatory frameworks and compliance, including consumer duty.
• Excellent interpersonal and communication skills, capable of building rapport with high-net-worth individuals and institutional clients.

This is a hybrid working role based in Leeds. Candidates must be able to commute to this location.

Working Pattern: Core hours Monday-Friday 8am-8pm, with Saturdays 9am-5pm, on a rotating shift pattern.

Opening up a world of opportunity.

We value diverse perspectives and are committed to creating inclusive workplaces. HSBC is a Disability Confident Leader and offers interviews to candidates with disabilities, long-term conditions, or neurodivergence who meet minimum role criteria. If you require accommodations during the recruitment process, please contact our Recruitment Helpdesk.