Premier Relationship Manager - Regulated Wealth
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As an HSBC employee Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced maternity and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution.
As a result of continued growth in HSBC Channel Islands and Isle Of Man (CIIOM) Wealth business, we have a number of opportunities for an experienced Regulated Relationship Manager to join our team servicing our international Premier Expat customers or our island based Premier customers within branch, whether you prefer face to face client interaction or servicing international customers we have opportunities for you.
Our Wealth Management teams provide a range of services to HSBC customers both in the CIIOM and in our international Expat business, supporting key life events, such as saving for university fees, buying a new home to retirement; whilst protecting their family and interests for every eventuality, providing confidence and reassurance.
We support every aspect of a customer's financial life, helping them to grow, manage and preserve their wealth and provide a professional service in a world of increasing complexity. This includes a greater range of financial products and solutions, and a better understanding of our customers' affairs. For us, Wealth Management is genuinely a relationship-based service.
In this role, you will:
Manage and support a portfolio of international and/or CIIOM Premier customers
Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality.
Conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients
Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners
Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business.
Deliver needs-based solutions through effective communication and influencing
Adhere to HSBC policy, procedures and control requirements applicable to day-to-day working, exceptional and project activities, and raise any concerns about actual or potential issues promptly, in line with reporting and escalation procedures.
Qualifications & experience required:
Hold a role relevant Level 4 qualifications, i.e. Dip CII, CISI (or equivalent QCF RDR level 4 qualification)
Experience working in relevant environment/s, i.e. retail banking, relationship management, front office
A track record of gaining an understanding of customers' needs and delivering excellent customer service
A flexible and adaptable approach to change and will support others to respond in a similar way
Both spoken and written communication skills with experience of adapting your style and approach to the audience and message to be delivered
Knowledge of financial planning and wealth products would be an advantage but not essential
For further details and application information please click "Apply"
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As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.
We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies
Within HSBC certain roles are designated as Enhanced Vetting Roles. For these roles, all internal and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the Enhanced Vetting role, on an on-going basis. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an on-going basis.
This role has been designated as an Enhanced Vetting Role.
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