HSBC

3 months ago

Premier Wealth Relationship Manager (St Helier, JE, JE, JE2 4WF)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Relationship-driven Premier Wealth Manager responsible for managing an international and Channel Islands client portfolio, delivering holistic financial planning, advising on a full range of wealth products, and building trusted relationships through needs-based, proactive financial guidance in HSBC’s Jersey branch.

Location: United Kingdom

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Manage and support a portfolio of international and/or Channel Islands and Isle of Man (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
•Deliver needs-based solutions through effective communication and influencing
•Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business

Pay and Benefits

Perks:Health InsurancePension

Key Requirements

•Hold or be close to completing a role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification)
•Live in Jersey, Channel Islands with hybrid work/flex schedule opportunity
•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:BankingWealth management

Education:Professional (JD, MD, etc.)

Skills:CommunicationCustomer serviceRelationship buildingAdvisoryInfluencing

Company Brief

HSBC

Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn

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HSBC

3 months ago

Premier Wealth Relationship Manager (St Helier, JE, JE, JE2 4WF)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: United Kingdom

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Manage and support a portfolio of international and/or Channel Islands and Isle of Man (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
•Deliver needs-based solutions through effective communication and influencing
•Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business

Pay and Benefits

Perks:Health InsurancePension

Key Requirements

•Hold or be close to completing a role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification)
•Live in Jersey, Channel Islands with hybrid work/flex schedule opportunity
•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:BankingWealth management

Education:Professional (JD, MD, etc.)

Skills:CommunicationCustomer serviceRelationship buildingAdvisoryInfluencing

Company Brief

HSBC

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn