Premier Wealth Relationship Manager

HSBC; London; Remote; GBP 60,000 - 90,000; Full time

Job summary

A leading financial institution is looking for a Premier Wealth Relationship Manager to join their team. This role, based in Jersey, involves managing a portfolio of Premier customers, providing tailored financial advice, and conducting needs-based reviews. The ideal candidate will possess a Level 4 qualification and strong customer service skills, thriving in a dynamic and inclusive environment.

Benefits

Private healthcare

Parental leave

Pension scheme

Qualifications

• Residency in Jersey, Channel Islands with hybrid work options.
• Experience in retail banking or relationship management.

Responsibilities

• Manage a portfolio of Premier customers and provide tailored financial advice.
• Conduct reviews to identify customer needs and deliver wealth management services.
• Advise on HSBC and external financial products.

Skills

Customer service skills

Adaptability

Teamwork

Knowledge of financial planning

Education

Level 4 qualification (Dip CII, CISI, or equivalent)

Job description

Social network you want to login/join with:

Premier Wealth Relationship Manager, London

col-narrow-left

Client:

HSBC

Location:

London, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

a86c6dd0bf58

Job Views:

5

Posted:

29.06.2025

Expiry Date:

13.08.2025

col-wide

Job Description:

Premier Wealth Relationship Manager

Join HSBC and fulfill your potential as a Wealth Manager. We offer tailored professional development, competitive pay, and benefits, including private healthcare, parental leave, and a pension scheme.

In this role, you will:

• Manage a portfolio of international and Channel Islands and Isle of Man (CIIOM) Premier customers
• Provide holistic financial advice and support customers through key life events
• Conduct reviews to identify customer needs and deliver tailored wealth management services
• Advise on a range of products, including HSBC and external offerings
• Deliver needs-based solutions through effective communication
• Monitor information to identify risks and opportunities

Requirements include:

• Level 4 qualification (Dip CII, CISI, or equivalent)
• Residency in Jersey, Channel Islands with hybrid work options
• Knowledge of financial planning and wealth products
• Excellent customer service skills
• Adaptability and teamwork skills
• Experience in retail banking, relationship management, or front office roles

This role is based in Jersey. For more details and to apply, please click "Apply".

HSBC values diversity and inclusion. For accommodations during recruitment, contact hsbc.recruitment@hsbc or call [phone].

Job ID 5934