HSBC
Area Premier Financial Consultant
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Area Premier Financial Consultant
If you’re looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further.
We are currently seeking an experienced professional to join our team in the role of Area Premier Financial Consultant.
Role Overview
The Area Premier Financial Consultant is accountable for leading the performance and development of HSBC’s Premier Financial Consultants. The role is central to delivering strong outcomes for Premier clients across your portfolio—ensuring consistently high service standards while supporting business growth objectives. You’ll work closely with Regulated Wealth Managers, Mortgage Managers, International Managers, and other key stakeholders to guide clients through to successful outcomes.
In this role, you’ll lead the delivery of a highly credible, high-quality, hyper-personalised relationship experience, focusing on the moments that matter and helping clients progress towards their goals. You’ll also drive sustainable growth for HSBC UK in the right way—putting customers at the centre of everything we do and delivering in an engaging and efficient manner.
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Responsibilities
In this role you will be responsible for:
- Leading, coaching and development of a team of consultants
- Building a high-performance culture of excellence, accountability and continuous improvement.
- Coaching and motivating the team to deepen client relationships and grow the Premier client portfolio.
- Developing and delivering local strategies to attract, satisfy and retain Premier clients.
- Acting as a senior escalation point for complex client issues, partnering across WPB to deliver an integrated, first-class Premier proposition aligned to Global WPB strategy.
Requirements
To be successful in this role you should meet the following requirements:
- Demonstrable experience leading, coaching and performance-managing a team (including development planning, motivation, and driving a high-performance culture), ideally within a relationship management or wealth environment
- Evidence of delivering commercial outcomes through sales and portfolio management (e.g., growing client portfolios, improving retention, increasing share of wallet), with the ability to set and execute local growth strategies
- Strong knowledge of Wealth Management products/ services/ systems, with the ability to collaborate across IWPB Relationship Management experience is beneficial
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Support
To support you with putting your best foot forward for our internal opportunities, you are invited to take advantage of our CV and Interview workshops, hosted by our Talent Acquisition team. To find out more and register to attend please click this link.
Diversity and Inclusion
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.
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