Wealth Relationship Manager - Grow Affluent Portfolios

Hsbc Global Services Limited; St Albans; On-site; GBP 40,000 - 65,000; Full time

Job summary

HSBC Global Services Limited in the UK seeks a Wealth Management professional to deliver a tailored Relationship & Wealth Management service to a portfolio of clients in St Albans.

You will work closely with Wealth Managers to support clients through key life events, advise on investing, saving for a home, retirement planning, and protection needs while developing new opportunities across branches in Hertfordshire and Greater London. A driving licence is required for travel.

Qualifications

• Experience in a customer-facing role within financial services.
• Proven ability to build and maintain long-term client relationships.
• Excellent interpersonal and communication skills.
• Knowledge of risk management and regulatory compliance.
• Familiarity with wealth products and financial planning is a plus.

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.
• Identifying customer needs by making full use of franchise levels to ensure quality referrals and introductions to colleagues whilst taking ownership of the day-to-day servicing of customer banking needs.
• Demonstrate autonomy and responsibility when managing the welfare of customers in conjunction with the Wealth Manager.
• Provide an outstanding customer experience to HSBC clients, achieving the relevant contact standards and enhancing the client-facing time for customers and Wealth Managers.
• Work seamlessly with your Wealth Manager in the overall achievement of your collective objectives in line with the customer’s channel of choice and focus on developing more meaningful customer relationships whilst improving income generation.

Skills

Customer relationship

Communication

Collaboration

Risk management

Wealth products knowledge

Job description

HSBC Global Services Limited in the UK seeks a Wealth Management professional to deliver a tailored Relationship & Wealth Management service to a portfolio of clients in St Albans.

You will work closely with Wealth Managers to support clients through key life events, advise on investing, saving for a home, retirement planning, and protection needs while developing new opportunities across branches in Hertfordshire and Greater London. A driving licence is required for travel.