Job Description
As an 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:
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.
Forge strong relationship with key stakeholders such as Wealth Managers, Branch, Mortgage and Commercial Banking colleagues
Encourage personal development and continuous improvement among team members.
To be successful in this role you should meet the following requirements:
Experience working in relevant environments - retail banking, relationship management, front office.
Deliver outstanding customer service while proactively seeking innovative ways to improve this service.
Remote Relationship Management Experience
Strong understanding of the regulatory frameworks and compliance requirements associated with financial services, including consumer duty.
Excellent interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth individuals and institutional clients.
In this role you will:
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.
Forge strong relationship with key stakeholders such as Wealth Managers, Branch, Mortgage and Commercial Banking colleagues
Encourage personal development and continuous improvement among team members.
To be successful in this role you should meet the following requirements:
Experience working in relevant environments - retail banking, relationship management, front office.
Deliver outstanding customer service while proactively seeking innovative ways to improve this service.
Remote Relationship Management Experience
Strong understanding of the regulatory frameworks and compliance requirements associated with financial services, including consumer duty.
Excellent interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth individuals and institutional clients.
💡 Quick Summary
Seeking a career-building opportunity? The Premier Financial Consultant - Sheffield position is now open for candidates interested in the Bank Jobs sector. This role in Sheffield offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
