Premier Specialist Relationship Director

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Our Premier and 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.

 

This Premier Specialist Relationship Director serves as the primary point of contact for a portfolio of High-Net-Worth Premier Clients who are working in the Finance and Insurance industries. They are responsible for building and maintaining strong relationship with high-net-worth clients, growing their customer portfolio and securing new business. As a Premier Specialist Relationship Director, you will be expected to build and maintain a portfolio that consists of clients with links to the Finance and Insurance industry. Potential clients have been identified as part of the collaboration with EBS and this will be the third portfolio in the team specialising in these industries.

 

The Premier Specialist Relationship Director is tasked with proactive client contact, identifying wealth needs, and referring to appropriate specialists. This role requires a close working relationship with EBS and Private Bank in order to grow new client opportunities. You will be required to build a professional network both with internal and external stakeholders to create awareness and grow your personal brand within the industry.

 

The jobholder forms an integral part of the Specialist team and wider HSBC Wealth management team. You will be expected to identify opportunities in day-to-day banking activities and support clients with any Financial Management needs through the Wealth Managers and or Private Bank.

As a 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:

 

• Actively managing complex client requirements, work closely with Wealth Managers to meet the wealth needs of clients and any other banking requirements.
• Ensure world class client service and performance while serving as the primary point of contact for personal banking and wealth needs for your portfolio of clients.
• Build and nurture strong, long-lasting relationships with your portfolio of clients, understanding their financial goals and providing tailored solutions to meet their needs.
• Develop and implement strategies to increase the value of existing client portfolios, proactively identifying wealth needs and services to maximize client satisfaction and retention, as well as business performance.
• Adhere to structures and processes for the management of credit, operational, reputational, criminal, and regulatory risk.
• Forge strong relationship with key stakeholders such as Wealth Managers, Mortgage and EBS colleagues.
• Be responsible for the portfolio and ensure it is effectively run, managing to the target operating Model (TOM) as defined by HSBC.

 

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

 

• Relevant product knowledge including knowledge of Premier service. Experience working in relevant environments, such as Frontline retail banking, Premier and Wealth.
• Experience working in relevant market/context, Relationship management experience preferred, lending experience and Managing high net-worth customers.
• Proven experience of continually improving the service delivered to customers.
• Proven ability to confidently work independently and take responsibility for own development.
• Excellent written and spoken communication skills with experience of successfully influencing others, negotiating effectively, and winning over audiences with compelling and persuasive presentations.
• Strong Experience building effective networks both internally and externally and creating opportunities for others to work collaboratively.
• Experience of building and managing relationships with significant customers.

The base location for this role is HSBC, London Bridge, Borough High St, London and will be a Hybrid role working between branch and client’s homes and offices.

 

Being 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 - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

 

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: [email protected]

Telephone: +44 207 832 8500