Tuesday , May 21 2024

HSBC Vacancies – Relationship Manager

Website HSBC

Job Description:

We are seeking an experienced banker to help us develop and grow our Private Banking business across the North West of England. The role holder will be principally based in the Manchester office but is expected to work flexibly and remotely across the North West of England. They will report to the Regional Head, North and Midlands. When this role is filled, the team in the North West will comprise 2 Relationship managers The target market for the role holder will be UK Resident and UK Domiciled clients with investable assets of between $5m and $30m.

Job Responsibilities:

  • Identifies opportunities to meet the credit needs of clients seeking secured and unsecured loans for a variety of purposes.
  • Resolve basic enquiries, answers questions and provides documentation on client activities.
  • Ensures clients understand and are aware of their level of risk.
  • Identifies client’s financial planning needs and makes introductions to the Strategic Financial Planning (SFP) team.
  • Delivers fair outcomes for our clients and ensure own conduct maintains the orderly and transparent operation of financial markets.
  • With the Investment Specialist, reviews portfolios on a regular basis and develops client’s profitability.

Job Requirements:

  • Outstanding communication and interpersonal skills.
  • RDR Level 6 qualification is a minimum requirement of the role.
  • Investment advisory and relationship management experience gained within a UK Private Banking business.
  • Excellent knowledge of investment product solutions and the UK regulatory environment.
  • Experience of managing the demands of senior internal stakeholders.

Job Details:

Company: HSBC

Vacancy Type:  Full Time

Job Location: Swansea, Wales, UK

Application Deadline: N/A

Apply Here