HSBC

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 Wealth Management teams provide a range of services to HSBC customers, 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.

For our customers, this means a tailored approach, personalised attention and our teams working collaboratively to support their entire life journey.

The Premier Relationship Manager serves as the primary point of contact for a portfolio mass affluent clients with a net worth of £250k to £750k. They are responsible for building and maintaining strong relationships with these mass affluent clients & are also responsible for growing their customer portfolios and securing new business. The Premier Relationship Manager role will give you the opportunity to join this dedicated team where you will be managing a portfolio of existing customers.

You will be responsible for supporting your customer portfolio through key life events such as investing for their future, saving for a new home, planning for retirement, or protecting their family for every eventuality. As a HSBC Premier Relationship Manager, you will work closely with the Wealth Managers undertaking proactive client contact, dealing with client banking queries and work alongside branch colleagues to grow new client opportunities.

You may be required to visit customers at their home or work location although this is a Branch based role. Expenses will be paid when incurred. Please note, due to the geographical portfolio locations of our clients within Premier, a driving licence and your own vehicle is required.

Your responsibilities will include:

• 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.

The ideal candidate for this role will have:

• Previous experience in a customer facing role within financial services, particularly dealing with affluent customers
• Previous relationship building experience – cultivating trust and long-term client partnerships.
• Experience of identifying wealth needs and referring to appropriate specialists.
• Strong interpersonal and communication skills – ensuring clear and open communication to establish strong client relationships.
• Track record of strong collaboration skills – Working effectively with internal teams to meet client needs.
• Comprehensive understanding of risk management and proven experience of ensuring own/others' compliance with relevant regulatory processes.
• Knowledge of financial planning and wealth products would be an advantage but not essential.

This role is branch based at either Grantham or Boston. There will also be travel to Skegness, Wisbech and Louth

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: hsbc.recruitment@hsbc.com

Telephone: +44 207 832 8500