Premier Relationship Manager

TN United Kingdom; Grantham; On-site; GBP 40,000 - 60,000; Full time

Job summary

Join a leading financial services provider as a Premier Relationship Manager. You will manage a portfolio of affluent clients, providing tailored wealth management services and enhancing client relationships. This role requires strong interpersonal skills and a commitment to exceptional customer service.

Qualifications

• Experience in a customer-facing role within financial services, especially with affluent clients.
• Knowledge of financial planning and wealth products is a plus but not essential.

Responsibilities

• Delivering tailored Relationship & Wealth Management services to clients.
• Identifying customer needs and referring them to appropriate specialists.
• Enhancing client relationships and contributing to income generation.

Skills

Relationship-building

Interpersonal skills

Communication

Collaborative skills

Job description

Job Description: HSBC Premier Relationship Manager

Join HSBC and fulfill your potential in a career that helps you stand out. Our Wealth Management teams support customers through key life events, offering a range of financial services tailored to their needs.

Role Overview: The Premier Relationship Manager acts as the primary contact for a portfolio of mass affluent clients with a net worth of £250k to £750k. You will build and maintain strong relationships, grow your customer portfolio, and secure new business. This role involves managing existing clients and supporting their financial needs, including investments, savings, retirement planning, and family protection.

Responsibilities include:

• Delivering tailored Relationship & Wealth Management services to clients.
• Acting as a Brand Ambassador for HSBC, providing exceptional customer experiences.
• Identifying customer needs and referring them to appropriate specialists.
• Managing customer welfare in collaboration with Wealth Managers.
• Enhancing client relationships and contributing to income generation.

Candidate Requirements:

• Experience in a customer-facing role within financial services, especially with affluent clients.
• Relationship-building skills and experience in cultivating trust.
• Ability to identify wealth needs and refer to specialists.
• Strong interpersonal and communication skills.
• Collaborative skills and understanding of risk management and compliance.
• Knowledge of financial planning and wealth products is a plus but not essential.

This branch-based role is located in Grantham or Boston, with travel to Skegness, Wisbech, and Louth. A driving license and personal vehicle are required due to geographical client locations.

Our Commitment: HSBC values diversity and inclusion, striving to create accessible workplaces. We welcome applicants with disabilities or neurodivergent candidates and offer accommodations during the recruitment process.