Premier Relationship Manager - Leeds

Job description

Premier Relationship Manager, Wealth Management

Some careers shine brighter than others.

If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you 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.

Joining our team will provide you with a range of career options; you can progress to management or specialise in other areas such as Business Performance. We also have national and global opportunities in Risk, Marketing, HR, IT, Commercial banking to name a few.

The Premier teams also get involved in Premier customer events, local initiatives, charity events and social activities. This role offers an attractive reward package with a discretionary performance bonus, flexible benefits, pension and employee discounts.

In this role, you will:

• Provide a range of services to HSBC customers, supporting key life events, such as saving for a new home to retirement and protecting their family for every eventuality, providing confidence and reassurance.

• Support a portfolio of Premier clients, delivering a consistent and tailored wealth management and financial planning service.

• Listen to customers to identify and understand their current and future needs, and providing the right solution to meet those needs.

• Gain a comprehensive knowledge of the Bank's full range of products and services to enable you to connect the customer with other colleagues who can support their entire life journey.

• Working collaboratively with colleagues to ensure every need of the customer can be met within the wider HSBC teams.

• Help customers to understand how they can flexibly use HSBC services through Internet Banking, phone Banking and Self-service points, to meet their varying needs.

• Develop long term, in depth client relationships with existing and new clients

• Comply with the regulations and procedures that govern our business and products.

• Treat Customers Fairly at the heart of all that you do.

Desired profile

Qualifications :

To be successful in this role you should meet the following requirements:
·  Have role relevant qualifications, i.e.DipCII (or equivalent QCF RDR level 4qualification) and Statement of professional standards required (SPS) and practising with the FCA.
·  A minimum of one years' experience having demonstrated up to a competent standard within a regulated advisor role within the last five years
·  Have a full, valid driver's license.
·  Able to provide evidence of acting as a strategic advisor to customers, having established and built valuable long-term relationships with significant customers.
·  Have a track record of successfully identifying and developing significant /complex business propositions that attract and entrench customers, in a fair and ethical way.
·  Availability to undertake the travel required for this role, i.e. travel required with the allocated coverage area of region.

You'll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Bank Plc.