Premier Wealth Relationship Manager – St Albans

HSBC Holdings plc; St Albans; On-site; GBP 35,000 - 55,000; Full time

Job summary

HSBC Holdings plc in St Albans seeks a Branch-based Relationship & Wealth Management professional within Premier to serve mass affluent clients with portfolios of £250k–£750k. You will provide tailored banking services, act as a brand ambassador, and collaborate with Wealth Managers to grow client opportunities across a wide patch.

The role requires strong relationship-building skills, compliance understanding, and proactive client engagement, with travel to nearby branches as needed.

Qualifications

• Previous customer-facing experience in financial services is beneficial.
• Ability to build trust and long-term client partnerships.
• Strong interpersonal and communication skills.
• Knowledge of risk management and regulatory compliance is advantageous.

Responsibilities

• Deliver a consistent and tailored Relationship & Wealth 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 leveraging franchise levels to ensure referrals and introductions to colleagues while servicing day-to-day banking needs.
• Demonstrate autonomy and responsibility when managing customer welfare in conjunction with the Wealth Manager.
• Provide an outstanding customer experience to HSBC clients, achieving contact standards and enhancing client-facing time for customers and Wealth Managers.
• Collaborate with Wealth Manager to meet collective objectives and develop meaningful client relationships across channels.

Skills

Relationship building

Customer service

Financial services experience

Affluent clients experience

Job description

HSBC Holdings plc in St Albans seeks a Branch-based Relationship & Wealth Management professional within Premier to serve mass affluent clients with portfolios of £250k–£750k. You will provide tailored banking services, act as a brand ambassador, and collaborate with Wealth Managers to grow client opportunities across a wide patch.

The role requires strong relationship-building skills, compliance understanding, and proactive client engagement, with travel to nearby branches as needed.