Premier Relationship Manager - Expat

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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..

As an HSBC employee Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution.

We are currently seeking an experienced individual to join this team in the role of  Premier Relationship Manager 

This a client facing role responsible for actively managing a portfolio of international Premier Expat customers, providing high quality service to achieve maximum customer satisfaction, and completing full reviews to establish and address their immediate and future financial needs.

Working as part of a collaborative wealth management team, this is a client facing role in which you will provide a dedicated and professional service to our global expat customer base. Through active management of a portfolio you will develop and retain relationships with our global customers, reviewing the portfolio regularly to ensure solutions are suitable to meet client needs and driving customer satisfaction.

This is a non-regulated relationship management role; however, the successful individual should be working towards their level 4 investment advice qualification.

In this role, you will:

·Build relationships with clients to retain and develop sustainable relationships.

·Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals.

·Working closely with wealth managers to fulfil customer portfolio needs. 

·Develop and maintain an understanding and technical knowledge of relevant products and services available from HSBC Group sources in order to provide the best solutions for clients.

Requirements

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

·Previous exposure to relationship management, with HNW clients preferred

·Ability build relationships and communicate with clients effectively

·A desire to want to study professional qualifications