Premier Wealth Relationship Manager

HSBC Holdings plc; Saint Helier; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Private healthcare

Non-contributory pension

Enhanced parental & adoption pay

Job summary

HSBC Holdings plc in Jersey invites applications for a Premier Wealth Relationship Manager, Branch based. You will manage a portfolio of Premier clients, act as trusted adviser on wealth planning, and deliver holistic financial guidance across HSBC and external partners.

The role requires Level 4 qualification (Dip CII/CISI or equivalent) and Jersey residence with hybrid work flexibility. It offers a comprehensive benefits package and opportunities for career progression within Wealth Management.

Qualifications

• Hold or nearing completion of Level 4 finance qualification (Dip CII, CISI or equivalent).
• Live in Jersey, Channel Islands with hybrid work/flex schedule.
• Knowledge of financial planning and wealth products.
• Experience in retail banking/relationship management.
• Strong customer service and adaptability.

Responsibilities

• Manage and support a portfolio of international and/or Channel Islands Premier customers.
• Act as a trusted adviser delivering holistic financial advice and supporting customers through major life events.
• Conduct in-depth reviews to identify personal and financial needs and deliver a tailored wealth management service.
• Advise on a full range of HSBC products and external partners.
• Deliver needs-based solutions through effective communication and monitoring risks and opportunities.

Skills

Relationship management

Customer service

Financial planning

Wealth products knowledge

Adaptable

Retail banking

Front office experience

Education

Dip CII / CISI

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 are currently seeking an experienced individual to join our team in the role of Premier Wealth Relationship Manager, Branch based.

Whether you're creating connections with customers or colleagues, Wealth Management is genuinely a relationship-based service. As a Premier Wealth Relationship Manager, you'll have access to an impressive portfolio of 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.

As an HSBC employee in the 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.

In This Role You Will

• Manage and support a portfolio of international and/or Channel Islands and Isle of Man (CIIOM) 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 influencingContinuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business

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

• Hold or be close to completing a role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification)
• Live in Jersey, Channel Islands with hybrid work/flex schedule opportunity
• 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)

Opening up a world of opportunity

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

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