Relationship Manager - Private Bank UK

Job description

Job description

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 Global Private Banking business provides banking, investment and wealth management solutions to help high net worth clients and their families achieve their ambitions.

We also advise on topics including wealth planning, alternative investments and family governance. And our experts in philanthropy support clients in their objectives to have a positive impact on society. 

The Relationship Manager position will have the opportunity to manage an existing portfolio of circa 35 client relationships with coverage of London, Surrey, and Sussex. There will also be a focus on growth through acquiring, maintaining and developing long term relationships with High Net Worth clients. 

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role you will:

• Manage and develop existing client portfolios whilst also originating new target clients through investment Assets Under Management (AUM), lending and advisory services through own network as well identifying and converting referral opportunities via internal HSBC networks.
• Grow revenues through your allocated portfolio of clients.
• Combine client relationship management with excellent risk management capabilities ensuring credit quality & requisite returns on risk. 
• Abide not only by external regulatory requirements but also by internal HSBC control standards which will include timely preparation for all internal and external audits along with any issues raised by regulators. 
• Collaborate effectively with appropriate internal teams such as Investment Counselling, Wealth Planning, Credit Advisory and other relevant business lines to optimum effective client and business outcomes. 

Requirements

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

• Extensive experience in a Relationship Management role within a UK regulated Private Bank setting - essential
• CISI Level 4 qualified or equivalent - essential
• Demonstrable track record of client portfolio management and new client acquisition - essential
• An ability to build and leverage internal and external networks to generate and convert new opportunities
• Knowledge of Business or Commercial banking - desirable

This role is based in London.

Opening up a world of opportunity

Within HSBC certain roles are designated as Enhanced Vetting Roles. For these roles, all internal and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the Enhanced Vetting role, on an on-going basis. 

The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an on-going basis.
This role has been designated as an Enhanced Vetting Role.

eing 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