Premier Relationship Director - Secondment Up to 12 Months

HSBC Holdings plc; Bolton; On-site; GBP 90,000 - 130,000; Full time

Job summary

HSBC Holdings plc in the United Kingdom seeks a Premier Relationship Director to manage a portfolio of High Net Worth Premier clients with £750k+ net worth. You will build trusted relationships, navigate complex financial needs and collaborate with Wealth specialists to deliver tailored banking and wealth solutions.

The role emphasises client acquisition, retention, and active portfolio growth, with strong focus on risk management, regulatory compliance, and digital client engagement tools.

Qualifications

• Proven ability to grow portfolio value and identify opportunities.
• Strong network-building and client engagement.
• Data-led approach to understand client needs and tailor recommendations.
• Curiosity about financial products, markets and trends.
• Confident decision making with sound judgment.
• Empathetic communication across diverse audiences.
• Collaboration with internal teams to deliver holistic outcomes.
• Strong risk awareness and digital fluency.

Responsibilities

• Deliver a personalised wealth and relationship management service to high-net-worth clients.
• Build long-term relationships rooted in trust and goals.
• Use data and insight to identify needs and tailor banking and wealth solutions.
• Proactively grow portfolio through client acquisition and retention.
• Represent HSBC across community, industry, and networking events.
• Collaborate with Wealth Managers and internal partners for client outcomes.
• Maintain high standards of risk management and regulatory compliance.
• Use digital tools to plan, track, and deliver structured client engagement.

Skills

Commercial mindset

Client networking

Data-driven

Curiosity

Decision making

Empathy

Collaboration

Risk awareness

Job description

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 an exciting new direction, we offer opportunities, support and rewards that will take you further.

We’re one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.

We’re currently seeking an experienced professional to join our team in the role of Premier Relationship Director.

Our Wealth and Premier teams support customers across every stage of their financial journey – from protecting what matters today, to building and preserving wealth for the future. Together, we help our high-net-worth clients achieve their ambitions through trusted relationships and tailored financial solutions.

You’ll serve as the primary point of contact for a portfolio of connected High Net Worth Premier clients with a net worth of £750k and above. You’ll build deep, trusted relationships, help clients navigate complex financial needs, and work closely with Wealth specialists to deliver exceptional outcomes.

As an HSBC employee in the UK, you’ll 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’ll:

• Deliver a personalised wealth and relationship management service to high-net-worth clients
• Build long-term relationships rooted in trust, empathy, and a deep understanding of client goals
• Use data and insight to identify needs and recommend tailored banking and wealth solutions
• Proactively grow your portfolio through strong client acquisition and retention activity
• Represent HSBC across community, industry, and networking events to build brand presence
• Collaborate closely with Wealth Managers and internal partners for seamless client outcomes
• Maintain high standards of risk management and regulatory compliance
• Use digital tools to plan, track, and deliver timely and structured client engagement

Skills and experience required to be successful:

• Strong commercial mindset with ability to grow portfolio value and identify opportunities
• Skilled at building and maintaining client networks through effective engagement
• Data led approach, using insight to understand client needs and shape recommendations
• Curious and proactive in expanding knowledge of financial products, markets, and trends
• Confident decision maker with strong critical thinking and judgment
• Empathetic communicator who builds rapport and adapts communication across audiences
• Effective collaborator across internal teams to deliver holistic client outcomes
• Strong risk awareness, digital fluency, and excellent planning and organisation skills

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, socio-economic background 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.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [e-mail].