Premier Wealth Relationship Manager - Hybrid & Growth

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

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.