Premier Relationship Manager - Hereford

HSBC Group; Hereford; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services firm in Hereford is seeking a client-focused professional to provide tailored banking services. The role involves managing a portfolio of affluent clients and enhancing customer relationships while collaborating with Wealth Managers. Ideal candidates will have strong interpersonal skills and previous experience in financial services. The position requires a driver's license and access to a vehicle for branch operations.

Qualifications

• Experience in a customer-facing role, particularly with affluent customers.
• Ability to build long-term client partnerships.
• Understanding of wealth needs and relevant referrals.

Responsibilities

• Deliver tailored Relationship Management service to HSBC clients.
• Act as a Brand Ambassador, enhancing customer experience.
• Grow and manage a portfolio of affluent clients.

Skills

Customer service experience

Relationship building

Interpersonal and communication skills

Collaboration skills

Job description

Overview

aspect of a customer\'s financial life, helping them to grow, manage and preserve their wealth and provide a professional service in a world of increasing complexity. This includes a greater range of financial products and solutions, and a better understanding of our customers\' affairs. For us, Wealth Management is genuinely a relationship-based service.

Responsibilities

• Deliver a consistent and tailored Relationship Management service to a portfolio of HSBC clients, providing banking services within your franchise. Act as a Brand Ambassador for HSBC, delivering an exceptional customer experience through identifying and fulfilling customer needs at first point of contact. Identify customer needs by making full use of franchise levels to ensure quality referrals and introductions to colleagues whilst having meaningful conversations with our customers and supporting them to achieve their financial aspirations. Demonstrate autonomy and responsibility when managing the welfare of customers in conjunction with the Wealth Manager.
• Provide an outstanding customer experience to HSBC clients, achieving the relevant contact standards and enhancing the client-facing time for customers. Work seamlessly with your Wealth Manager in the overall achievement of your collective objectives in line with the customer\'s channel of choice and focus on developing more meaningful customer relationships whilst improving income generation.
• Join our Premier team and enjoy every potential to excel in your career as you grow your portfolio by introducing existing and prospective clients to all the benefits that our new Premier proposition has to offer. Be the primary point of contact for a portfolio of existing mass affluent clients with a net worth of £250k to £750k, and have a genuine opportunity to grow your customer portfolio and secure new business across one of our largest patches where there is significant untapped client potential. You will be responsible for supporting your customer portfolio through key life events such as investing for their future, saving for a new home, planning for retirement, or protecting their family for every eventuality. You will also work closely with Wealth Managers undertaking proactive client contact, dealing with client banking queries and working alongside branch colleagues to grow new client opportunities.

Qualifications

• Previous experience in a customer facing role within financial services, particularly dealing with affluent customers.
• Previous relationship building experience - cultivating trust and long-term client partnerships.
• Experience of identifying wealth needs and referring to appropriate specialists.
• Strong interpersonal and communication skills - ensuring clear and open communication to establish strong client relationships.
• Track record of strong collaboration skills - working effectively with internal teams to meet client needs.
• Comprehensive understanding of risk management and proven experience of ensuring own/others\' compliance with relevant regulatory processes.
• Knowledge of financial planning and wealth products would be an advantage but not essential.

Additional Information

• This role is branch based at Hereford. A driver\'s licence and access to a vehicle is required.
• Diversity, inclusion and accessibility: At HSBC, we are dedicated to creating diverse and inclusive workplaces. 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: Email: [e-mail]; Telephone: [phone]