Premier Financial Consultant - Leeds

HSBC; Leeds; Hybrid; GBP 35,000 - 65,000; Full time

Job summary

An established industry player is seeking a Premier Financial Consultant to manage a portfolio of clients. This hybrid role offers the chance to build strong relationships and provide tailored financial solutions, ensuring exceptional client service. You will engage with high-net-worth individuals, helping them achieve their financial goals while working in a supportive and inclusive environment. This opportunity comes with professional development and a competitive benefits package, making it an exciting step in your career.

Benefits

Private Healthcare

Enhanced Maternity Pay

Contributory Pension Scheme

Professional Development Opportunities

Qualifications

• Experience in retail banking and relationship management.
• Strong understanding of financial services regulations.

Responsibilities

• Serve as the primary point of contact for personal banking and wealth needs.
• Build and nurture long-lasting client relationships.
• Identify wealth needs and provide tailored solutions.

Skills

Customer Service

Relationship Management

Communication Skills

Regulatory Compliance

Problem Solving

Job description

Area of Interest: Branch and Retail Banking

Location:

Leeds, GB, LS98 1FD

Work style: Hybrid Worker

Date: 23 Apr 2025

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 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 will require remote client engagement from the Leeds 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.

In this role you will:

• 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.

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

• Experience working in relevant environments - retail banking, relationship management, front office.
• Deliver outstanding customer service while proactively seeking innovative ways to improve this service.
• Remote Relationship Management Experience
• 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.

This is a hybrid working role with the base location as Leeds. Successful candidates will have to 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

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. Wearecommittedto removing barriers and ensuring careersatHSBCareinclusiveandaccessible 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.

Ifyouhaveaneedthatrequiresaccommodationsor changes duringtherecruitmentprocess, please get in touch with our Recruitment Helpdesk: