Premier Relationship Director Expat | London, UK

HSBC; London; On-site; GBP 50,000 - 80,000; Full time

Job summary

HSBC is seeking a Premier Relationship Director in London to manage a portfolio of expat wealth customers. This role requires building relationships and providing tailored financial advice, while contributing to the team's success through personal development and a collaborative approach. Successful candidates will hold relevant qualifications and demonstrate a customer-oriented mindset.

Benefits

Private healthcare

Enhanced parental and adoption pay

Non-contributory pension scheme

Career progression opportunities

In-house training and support

Qualifications

• Experience in retail banking, relationship management, or front office.
• Willingness to learn about financial products and services.
• Understanding of customer needs.

Responsibilities

• Manage and support a portfolio of expat based Premier customers.
• Provide holistic financial advice for key life events.
• Conduct in-depth reviews to identify customer needs.

Skills

Customer service

Financial planning

Relationship management

Adaptability

Education

Level 4 qualifications (Dip CII, CISI or equivalent)

Job description

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.

As an HSBC employee Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution.

We are currently seeking an experienced individual to join this team in the role of Premier Relationship Direc tor

Whether you're creating connections with customers or colleagues, Wealth Management is genuinely a relationship-based service. As a Premier Relationship Director, you'll have access to an impressive portfolio of expat wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to team that prides itself on making connections and building relationships. You'll support every aspect of a customer's financial life, help them grow, manage and preserve their wealth, and provide a professional service in a world of increasing complexity.

In this role you will:

• Manage and support a portfolio of expat based Premier customers
• Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality

• Conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients
• Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners
• Deliver needs-based solutions through effective communication and influencing
• Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business

What does it take to be successful as a Premier Relationship Director?

People-oriented individuals looking to build their portfolios, safely grow the HSBC Wealth and Personal Banking business, and move the needle on their careers.

Do you like a challenge? Are you competitive and base your success on performance? Do you have a growth mindset and a drive for reward? Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships? Do you use the many resources and the diverse, talented co-workers around you to help answer the hard questions?

If you answered yes to any of these questions, we want to meet you!

What we'll give you:

• Growth - Opportunity for personal development and progression, new clients, a robust and supportive network of colleagues, new products, and new opportunities to learn and sell on our Wealth Management team
• Security in the form of flex benefits, financial support for relocation, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care
• Stepping stone to work internationally - this can be your place to start and branch out to anywhere we have offices around the world
• Full training in HSBC products and services with ongoing coaching throughout your career and dedicated admin support
• An opportunity to contribute to the ongoing success of the business, by being an inclusive team member with the prospect to be involved in multiple initiatives to make a difference
• The support you need to fulfil your potential

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

• Hold a role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification)
• Knowledge of and willingness to learn more about financial planning and wealth products
• Understanding of customers' needs and delivering excellent customer service
• Flexible, adaptable approach to change and will support others to respond in a similar way
• Experience working in relevant environments (retail banking, relationship management, front office)

YOu'll achieve more when you join HSBC.

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.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: [e-mail]

Telephone: [phone]

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