Description
If you're looking for a career that will help you stand out, join HSBC, and fulfil your potential. We're seeking an experienced individual to join our team in the role of Premier Relationship Director. As a Premier Relationship Director, you'll have access to an impressive portfolio of expat wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to a team that prides itself on making connections and building relationships.
You'll support every aspect of a customer's financial life, help them grow, manage and preserve their wealth, and provide a professional service in a world of increasing complexity. As an HSBC employee in the Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package.
Key responsibilities include:
- Managing and supporting a portfolio of expat based Premier customers
- Acting as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events
- Conducting in-depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service
- Advising on a full range of products and services that include both HSBC manufactured products and those provided by external partners
- Delivering needs-based solutions through effective communication and influencing
To be successful in this role, you should meet the following requirements:
- Hold a role-relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification)
- Knowledge of and willingness to learn more about financial planning and wealth products
- Understanding of customers' needs and delivering excellent customer service
- Flexible, adaptable approach to change and will support others to respond in a similar way
- Experience working in relevant environments (retail banking, relationship management, front office)