Senior Premier Wealth Relationship Director

HSBC Holdings plc; Bolton; On-site; GBP 90,000 - 130,000; Full time

Job summary

HSBC Holdings plc in the United Kingdom seeks a Premier Relationship Director to manage a portfolio of High Net Worth Premier clients with £750k+ net worth. You will build trusted relationships, navigate complex financial needs and collaborate with Wealth specialists to deliver tailored banking and wealth solutions.

The role emphasises client acquisition, retention, and active portfolio growth, with strong focus on risk management, regulatory compliance, and digital client engagement tools.

Qualifications

• Proven ability to grow portfolio value and identify opportunities.
• Strong network-building and client engagement.
• Data-led approach to understand client needs and tailor recommendations.
• Curiosity about financial products, markets and trends.
• Confident decision making with sound judgment.
• Empathetic communication across diverse audiences.
• Collaboration with internal teams to deliver holistic outcomes.
• Strong risk awareness and digital fluency.

Responsibilities

• Deliver a personalised wealth and relationship management service to high-net-worth clients.
• Build long-term relationships rooted in trust and goals.
• Use data and insight to identify needs and tailor banking and wealth solutions.
• Proactively grow portfolio through client acquisition and retention.
• Represent HSBC across community, industry, and networking events.
• Collaborate with Wealth Managers and internal partners for client outcomes.
• Maintain high standards of risk management and regulatory compliance.
• Use digital tools to plan, track, and deliver structured client engagement.

Skills

Commercial mindset

Client networking

Data-driven

Curiosity

Decision making

Empathy

Collaboration

Risk awareness

Job description

HSBC Holdings plc in the United Kingdom seeks a Premier Relationship Director to manage a portfolio of High Net Worth Premier clients with £750k+ net worth. You will build trusted relationships, navigate complex financial needs and collaborate with Wealth specialists to deliver tailored banking and wealth solutions.

The role emphasises client acquisition, retention, and active portfolio growth, with strong focus on risk management, regulatory compliance, and digital client engagement tools.