Job Description

Our Wealth and Premier teams are responsible for supporting millions of customers – from those starting to build their financial future, to clients with more complex needs. Together, we help them achieve their goals through trusted relationships and tailored financial solutions.

As a Premier Relationship Manager, you’ll be passionate about helping customers and delivering a superior service, whilst you serve as the primary point of contact for a portfolio of mass affluent clients with a net worth of £250k to £750k. You’ll build and maintain strong relationships, support customers through key life events, and collaborate with Wealth Managers to deliver tailored financial solutions.

Although this is a Branch-based role, you’ll be required to visit customers at their home or work location. Expenses will be paid when incurred. Please note, due to the geographical portfolio locations of our clients within Premier, a driving licence and your own vehicle may be required.

In this role you’ll:

• Deliver a consistent and tailored Relationship and Wealth Management service to a portfolio of HSBC clients
• Act as a Brand Ambassador for HSBC, delivering an exceptional customer experience through identifying and fulfilling customer needs
• Use data and strategic thinking to identify customer needs and make quality referrals to colleagues
• Take ownership of day-to-day servicing of customer banking needs with empathy and professionalism
• Work closely with Wealth Managers to support clients through key life events
• Maintain and grow your client network, bringing in new clients and nurturing existing relationships

Skills/experience required to be successful:

• Client relationship/portfolio management experience within a banking environment is essential - delivering excellent client service and positive outcomes
• Strong interpersonal, collaboration and communication skills
• An emphatic and customer-centric mindset with the ability to build trust and long-term client relationships
• Commercially minded and able to use data-led approaches and curiosity to understand customer goals
• Resilience and sound judgment when working in demanding situations
• Effective organisation and planning skills
• Comprehensive risk awareness and an ability to adhere to compliance standards
• Fluency with digital tools to support customer interactions and financial planning

We’re passionate about coaching, development, and championing change. Your ideas will be valued and can help shape the future of our Wealth Management team.

Opening up a world of opportunity.

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, socio-economic background 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 via hsbc.recruitment@hsbc.com.