Premier Financial consultant

If you’re looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further.

We’re currently seeking an experienced professional to join our team in the role of Trainee Relationship Manager

As a Trainee Relationship Manager you'll will be the primary point of contact for a portfolio of our global expat Premier Clients. This is a telephony-based role that will require remote client engagement where you’ll build and maintain strong relationship with your portfolio of clients - growing their customer portfolios and securing new business. You’ll be tasked with proactive client contact, identifying wealth needs, and referring them to appropriate specialists and business areas to grow new client opportunities.

A move across the business allows you to continue to access tailored professional development opportunities, and our fantastic benefits packages.

In this role you will:

• Ensure world class client service and performance while serving as the primary point of contact for the personal banking and wealth needs for your portfolio of expat clients
• Build and nurture strong, long-lasting relationships with your portfolio of clients, understanding their financial goals and providing tailored solutions to meet their needs
• Develop and implement strategies to increase the value of existing client portfolios, proactively identifying wealth needs and services to maximize client satisfaction and retention, as well as business performance
• Forge strong relationship with key stakeholders such as Wealth Managers, Branch, Mortgage and Commercial Banking colleagues.
• Encourage personal development and continuous improvement among team members

To be successful in this role you should meet the following requirements:

• Experience working in relevant environments - retail banking, relationship management, front office
• Deliver outstanding customer service while proactively seeking innovative ways to improve this service                
• Strong organisational skills are vital – able to effectively make outbound contact from a portfolio of clients whilst handling inbound queries                                                                       
• Strong understanding of the regulatory frameworks and compliance requirements associated with financial services, including consumer duty
• Excellent interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth individuals and institutional clients

To support you with putting your best foot forward for our internal opportunities, you are invited to take advantage of our CV and Interview workshops, hosted by our Talent Acquisition team. To find out more and register to attend please click this link.

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, socio-economic background 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 via hsbc.recruitment@hsbc.com.