HSBC Group

If you are a UK or CIIOM based employee, please apply using the following link which will take you to our new Recruitment System: https://performancemanager.successfactors.eu/sf/jobreqpvt?jobId=8385&company=hsbcholdin&st=1674329EF117497C30C5108C2A9C1E0BB7ADFC33

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.

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 Director serves as the primary point of contact for a portfolio of High-Net-Worth Premier Clients with a net worth of £750k to £1.5m+. They are responsible for building and maintaining strong relationship with their high-net-worth clients & are also responsible for growing their customer portfolio and securing new business. The Premier Relationship Director role will be based in local branches.

The individual supports every aspect of a client’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’ needs.

The Premier Relationship Director is tasked with proactive client contact, identifying wealth needs, and referring to appropriate specialists as well as being present in the local community and alongside branch colleagues, to grow new client opportunities.

In this role you will:

•    Ensure world class client service and performance while serving as the primary point of contact for personal banking and wealth needs for your portfolio of 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.         
•    Represent the bank within your local community, at industry events, conferences, among other networking opportunities to enhance HSBC’s reputation, attract new business and expand our presence within the high-net-worth market.                                                                                      
•    Forge strong relationship with key stakeholders such as Wealth Managers, Branch, Mortgage and Commercial Banking colleagues.
•    Adhere to structures and processes for the management of credit, operational, reputational, criminal, and regulatory risk.

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

•    Proven track record of success in relationship management is essential
•    Experience in customer facing role and passionate about delivering outstanding customer service while proactively seeking innovative ways to improve this service - Essential                                   
•    A comprehensive 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.
•    Relevant industry certifications (e.g., CFA, CFP) is desired

This role will be based in London, Baker Street.

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 copy and paste this link into your browser - SuccessFactors Learning: Item Details for CV and Interview skills Classes.

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. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.

We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse.

If you’d like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com
Telephone: +44 207 832 8500.

You can find out more about the recruitment journey and what to expect by viewing our Recruitment Process FAQs in HR Direct and by clicking here (only available via internal access).