Premier Client Manager (Hnw) - Salisbury

Job description

The Premier Client Manager role is based within branch network, country retail banking and wealth management.
The role of the Premier Client Manager is to manage a portfolio of Premier clients, acquire new HSBC clients, develop and deepen relationships with a portfolio of Premier clients. Your responsibilities will include:
 
Owning and managing a portfolio of Premier clients working with the wider Retail Branch Wealth Management  (RBWM).
Delivering a consistent and tailored wealth management service to our most valuable Premier Clients
Developing long term, in depth client relationships with clients
Acquiring new clients with proactive strategic planning to maintain and grow wallet share
Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximising all available resource
The ideal candidate for this role will have:
 
Relevant product knowledge including knowledge of Investment , Protection, Insurance, Pension and Trust, Foreign Exchange markets, Hedge funds, Tax planning, Bank Deposit  (i.e. savings), Credit (market specific), Estate planning
Role relevant qualifications, i.e. Minimum DipCII (or equivalent QCF level 4 qualification) plus 'CPD gap fill' completed  and competent Adviser Status (CAS) or has held it within the past five years
Past working experience in a relevant role, i.e. Relationship management experience with high net worth clients
A full, valid driver's license
A desire to find ways to continually improve the service delivered to customers
Set and achieved challenging short, medium and long term goals which exceeded the standards in their field
Excellent written and spoken communication skills with experience of successfully influencing others, negotiating effectively and winning over audiences with compelling and persuasive presentations
Built effective networks both internally and externally and created opportunities for others to work collaboratively 
A comprehensive understanding of risk management and proven experience of ensuring own/others' compliance with relevant regulatory processes
Acted as a strategic advisor to customers, having established and built valuable long-term relationships with significant customers
A track record of successfully identifying and developing significant/complex business propositions, that attract and entrench customers, in a fair and ethical way
In addition to the details listed above, the ideal candidate will demonstrate exceptional ability to build trusting relationship with and potential Private clients, be able to help clients articulate their needs and deliver to exceed client expectations
The base location for this role is United Kigdom.
At HSBC we are open to different ideas and cultures, connected to our customers, communities and each other and dependable, we do the right thing. These are the values that guide us every day. We seek to recruit people who share these values and will help us to sustain them. Key search words: e.g. Sales, Premier, PRM, Relationship Manager, Wealth Relationship Manager, Wealth RM, Premier Private Client Manager, Senior Premier Relationship Manager, Senior Relationship Manager, Top Tier, EIFA, EPRM, Executive IFA
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Desired profile

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About HSBC

HSBC est l’une des plus grandes banques internationales avec une présence dans plus de 85 pays dans le monde. Elle a été créée en 1865 sous le nom de « The Hongkong and Shanghai Banking Corporation », et son siège social est basé à Londres. En France, HSBC totalise environ 400 agences et près de 10 000 salariés, avec une spécialisation dans plusieurs activités : une banque pour les particuliers, spécialisées notamment dans la gestion de patrimoine, une banque privée (gestion de fortune), une banque d’entreprises, qui s’appuie sur le réseau de l’ensemble du groupe HSBC dans le monde, et une banque de financement, d’investissement et de marchés. En 2012, HSBC France a réalisé un résultat avant impôt de 450 millions d’euros.