Relationship Manager - Manchester

HSBC; Liverpool City Region; On-site; GBP 60,000 - 90,000; Full time

Job summary

HSBC seeks a Relationship Manager to enhance their Private Banking services across the North West of England. The role revolves around managing high net worth clients, providing tailored wealth management solutions, and requiring strong investment advisory skills to support client relationships effectively.

Benefits

Private healthcare

Enhanced maternity and adoption pay

Support when returning to work

Contributory pension scheme

Qualifications

• Experience within a UK Private Banking business is essential.
• Excellent knowledge of investment product solutions and the UK regulatory environment.
• Outstanding communication and interpersonal skills.

Responsibilities

• Provide wealth management services and generate new Assets Under Management.
• Work closely with the Senior Relationship Manager to manage client relationships.
• Conduct client meetings and deliver investment suitability reviews.

Skills

Investment advisory

Relationship management

Communication

Interpersonal skills

Education

CISI/RDR Level 4 qualification

CISI/RDR Level 6 within 12 months

Job description

Some careers shine brighter than others.

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 simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Our Global Private Banking business provides banking, investment and wealth management solutions to help high net worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments and family governance. And our experts in philanthropy support clients in their objectives to have a positive impact on society. As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

We are seeking a Relationship Manager, with experience looking after High Net Worth individuals, to help us develop and grow our Private Banking business across the North West of England. In this role, you will be principally based out of the Manchester office but will be expected to work flexibly and remotely across the North West. You will report to the senior Relationship Manager covering the North West of England. The target market for the role holder will be UK Resident and UK Domiciled clients with investable assets of between $5m and $30m.

In this role you will:

• Provide wealth management services to high net worth individuals and generate new Assets Under Management (AUM) as well as increasing share of wallet for existing clients with the goal of increasing overall portfolio revenues.
• Work closely alongside the Senior Relationship Manager (RM) who will oversee the overall client relationship. Initially you will support the senior RM by ensuring that the actions identified in the joint meetings held with the senior relationship manager are fully completed in a timely manner and fed back to the clients as necessary.
• Once authorised, and familiar with HSBC PB advice journey, processes and solutions, you will be required to undertake client meetings on independently and deliver investment suitability reviews, performance conversations and undertake initial pitch discussions.
• Ensure clients understand and are aware of their level of risk.
• With the Relationship Manager / Investment Specialist, review portfolios on a regular basis and develop client profitability.

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

• Investment advisory and relationship management experience gained within a UK Private Banking business - essential
• Excellent knowledge of investment product solutions and the UK regulatory environment - essential
• CISI/RDR Level 4 qualification is a minimum requirement of the role with the requirement to achieve level 6 within 12 months of joining
• Outstanding communication and interpersonal skills.
• Experience of managing the demands of senior internal stakeholders

This role is based in Manchester.

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. 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]

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.