Premier Financial Consultant - Sheffield

HSBC Global Services Limited; Sheffield; On-site; GBP 35,000 - 55,000; Full time

Job summary

HSBC recrute un Consultant Financier pour gérer un portefeuille de clients Premier. Ce rôle hybride exige une expertise en service client et gestion de relation, tout en offrant des possibilités de développement professionnel personnalisé et un package de rémunération concurrentiel incluant des avantages de santé.

Benefits

Soins de santé privés pour tous les employés basés au Royaume-Uni

Congés maternité et adoption améliorés

Plan de retraite avec contribution généreuse de l'employeur

Qualifications

• Expérience en banque de détail ou gestion de la relation client.
• Compétences en service client et capacité à innover.
• Expérience en gestion de relations à distance.

Responsibilities

• Assurer un service client exceptionnel en tant que point de contact principal.
• Développer et maintenir des relations solides avec les clients.
• Identifier les besoins financiers et référer aux spécialistes.

Skills

Service client

Gestion de la relation client

Communication interpersonnelle

Compréhension réglementaire

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, 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 is a telephony-based role which will require remote client engagement from the Sheffield office. The role involves building and maintaining strong relationships with clients, growing customer portfolios, and securing new business. The Premier Financial Consultants are tasked with proactive client contact, identifying wealth needs, referring to appropriate specialists, and growing 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, support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role, you will:

1. 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.
2. Build and nurture strong, long-lasting relationships with your clients, understanding their financial goals, and providing tailored solutions.
3. Develop and implement strategies to increase the value of existing client portfolios, proactively identifying wealth needs and services to maximize satisfaction, retention, and business performance.
4. Forge strong relationships with key stakeholders such as Wealth Managers, Branch, Mortgage, and Commercial Banking colleagues.
5. Encourage personal development and continuous improvement among team members.

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

1. Experience working in relevant environments such as retail banking, relationship management, or front office roles.
2. Deliver outstanding customer service while seeking innovative ways to improve.
3. Remote Relationship Management experience.
4. Strong understanding of regulatory frameworks and compliance requirements, including consumer duty.
5. 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 Sheffield. 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.

At HSBC, we’re dedicated to creating diverse and inclusive workplaces. We’re committed to removing barriers and ensuring careers are inclusive and accessible for everyone. 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.

If you require accommodations during the recruitment process, please contact our Recruitment Helpdesk:

Email: [e-mail]

Telephone: [phone]