Relationship Manager - Manchester

HSBC Global Services Limited; Manchester; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Relationship Manager to enhance its Private Banking services in Manchester. The role involves providing tailored wealth management to high net worth clients, developing strong client relationships, and ensuring compliance with regulations. Candidates should possess extensive investment advisory experience and a commitment to professional development, with significant potential for career advancement.

Benefits

Private healthcare

Enhanced maternity and adoption pay

Contributory pension scheme

Tailored professional development opportunities

Qualifications

• Investment advisory and relationship management experience within UK Private Banking is essential.
• Strong knowledge of UK regulations and investment products is crucial.
• Experience managing senior internal stakeholders is required.

Responsibilities

• Provide wealth management services to high net worth individuals.
• Support Senior Relationship Manager in client meetings and follow-ups.
• Conduct independent client meetings regarding investment suitability.

Skills

Investment advisory

Relationship management

Communication

Interpersonal skills

Knowledge of investment products

Education

CISI/RDR Level 4 qualification

Goal to achieve Level 6 within 12 months

Job description

Social network you want to login/join with:

Client:

HSBC Global Services Limited

Location:

Manchester, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

45a989fac6ea

Job Views:

7

Posted:

16.06.2025

Expiry Date:

31.07.2025

Job Description:

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfill your potential. HSBC offers opportunities, support, and rewards to help you grow professionally and personally.

Our Global Private Banking provides banking, investment, and wealth management solutions to high net worth clients, including wealth planning, alternative investments, and family governance. We also support clients in philanthropy to have a positive societal impact. UK-based employees enjoy tailored professional development, private healthcare, enhanced maternity and adoption pay, and a contributory pension scheme.

We are seeking a Relationship Manager with experience managing High Net Worth individuals to develop our Private Banking business across the North West of England. Based mainly in Manchester, the role requires flexible and remote working across the region. You will report to the senior Relationship Manager for the North West, targeting UK residents and domiciled clients with assets between $5m and $30m.

In this role, you will:

• Provide wealth management services to high net worth individuals, aiming to increase Assets Under Management (AUM) and share of wallet.
• Support the Senior Relationship Manager in client meetings and follow-up actions.
• Conduct independent client meetings, including investment suitability reviews and performance discussions.
• Ensure clients understand their risk levels.
• Review portfolios regularly and develop client profitability with the Relationship Manager / Investment Specialist.

Requirements:

• Investment advisory and relationship management experience within UK Private Banking - essential
• Strong knowledge of investment products and UK regulations - essential
• CISI/RDR Level 4 qualification, with a goal to achieve Level 6 within 12 months
• Excellent communication and interpersonal skills
• Experience managing senior internal stakeholders

This role is based in Manchester.

At HSBC, we value diversity and inclusion, striving to create accessible workplaces for everyone. We are a Disability Confident Leader and encourage candidates with disabilities or neurodivergence to apply if they meet the role's minimum criteria. For accommodations during recruitment, contact our Recruitment Helpdesk.