Premier Wealth Relationship Manager

HSBC•Guernsey, WY

23h•Hybrid

About The Position

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. HSBC may engage in immigration sponsorship for this position if needed. HsBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced individual to join this team in the role of Premier Wealth Relationship Manager, based in Guernsey. As an HSBC employee in the 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. Whether you’re creating connections with customers or colleagues, Wealth Management is genuinely a relationship-based service. As a Wealth Manager, you’ll have access to an impressive portfolio of wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to team that prides itself on making connections and building relationships. You’ll support every aspect of a customer’s financial life, help them grow, manage and preserve their wealth, and provide a professional service in a world of increasing complexity. In this role, you will: Manage and support a portfolio of Guernsey based 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 To be successful in this role you should meet the following requirements: Hold or be close to completing a role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) Have to live in Guernsey, 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 working in relevant environments (retail banking, relationship management, front office) Opening up a world of opportunity This role is based in Guernsey. For further details and application information please click “Apply” As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

Requirements

Hold or be close to completing a role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification)
Have to live in Guernsey, 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 working in relevant environments (retail banking, relationship management, front office)

Responsibilities

Manage and support a portfolio of Guernsey based 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

Benefits

private healthcare for all employees
enhanced parental and adoption pay and support when you return to work
non-contributory pension scheme with a generous employer contribution
tailored professional development opportunities
competitive pay and benefits package
robust Wellness Hub
industry-leading volunteerism policy
generous matching gift program
comprehensive program of immersive Sustainability and Climate Change Initiatives

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume