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About the Role
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.
Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth clients.
The Premier Financial Consultant serves to uncover needs and drive good outcomes for these high-net-worth clients. This is a telephony and Zoom based role which will require remote client engagement, responsible for building and maintaining strong relationships with their portfolio of clients.
The Premier Financial Consultants are tasked with proactive, outbound client contact, identifying wealth needs, referring to appropriate specialists and business areas to grow new client opportunities.
A move across the business allows you to continue to access tailored professional development opportunities, and our fantastic benefits packages.
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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 relationships 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:
- Fluent in speaking Mandarin or Cantonese language is essential for this role
- Experience working in relevant environments - retail banking, relationship management, front office.
- Deliver outstanding customer service while proactively seeking innovative ways to improve this service.
- Strong organisational skills are vital – able to effectively make outbound contact from a portfolio of clients whilst handling inbound queries.
- 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.
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Working Pattern
This role is a Hybrid working role, you will be based at either Birmingham, Sheffield, Leeds or Reading UK. Candidates must have the ability to commute to this location.
- Core hours: Monday-Friday 8am-8pm, with Saturdays 9am- 5pm. (rotating shift pattern)
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.
Accommodations
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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