HSBC
Associate Group Relationship Manager - Private Bank
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If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further.
We’re one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.
We are currently seeking an experienced professional to join our Asset Management business in the role of Associate Group Relationship Manager (Private Bank), where you’ll be the day-to-day lead for our UK & CIIOM Private Bank relationship—making sure our investment capabilities are front and centre, flows are growing, and existing assets are retained. You’ll bring market insight, commercial drive and confident presentation skills to keep Private Bank stakeholders up to date on strategy and product developments, spot new opportunities, and help position Asset Management as a core proposition for Private Bank clients.
As an HSBC employee in the UK, you’ll 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.
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In this role you’ll:
- Own and develop the relationship with Private Bank (PB) across UK & CIIOM, driving engagement and advocacy for AM’s products and services.
- Deliver against Assets Under Management (AUM) growth objectives, including gross/net sales and revenue plans, supporting wider Group strategy.
- Keep PB Heads, Investment Counsellors, Relationship Managers and support teams fully informed on investment strategy and product changes, ensuring accurate representation.
- Lead and facilitate high-impact presentations (including partnering with Product Managers/Specialists) with energy, clarity and commercial relevance.
- Field investment and service-related queries, helping PB teams translate investment solutions into client outcomes.
- Identify and progress new business opportunities, using strong market and competitor knowledge to shape conversations and priorities.
To be successful in this role you should meet the following requirements:
- Successful relationship management track record, within Asset Management, Private Banking, Wealth Management or Wholesale/Institutional channels.
- Demonstrated knowledge of Asset Management investment capabilities with the ability and confidence to showcase these capabilities to PB stakeholders in a collaborative manner.
- Strong stakeholder management and influencing capability in a matrix environment.
- Excellent communication and presentation skills—able to explain how products are constructed and why they matter to clients.
- Solid understanding of financial markets, asset classes and investment performance across different market conditions; awareness of competitor landscape.
- Self-starter mindset—able to operate independently and assertively while collaborating across teams.
- Investment qualifications such as CFA, Investment Management Certificate or CISI Level 4 (or be in the process of completing).
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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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