HSBC
Premier Relationship Manager
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About the Company
HSBC is a leading global bank with a mission to connect customers to opportunities, helping businesses thrive and economies prosper. Our culture is built on diversity and inclusivity, creating an environment where everyone can contribute, develop, and succeed.
About the Role
We are currently seeking an experienced individual to join our Wealth Management team in the role of Premier Relationship Manager, based in St Albans.
In this role, you’ll be the primary point of contact for a portfolio of HSBC Premier mass affluent clients (net worth £250k–£750k). You’ll provide a consistent, tailored Relationship & Wealth Management service, support customers through key life events, and proactively grow your portfolio by engaging prospective clients across a large patch with significant untapped potential.
You’ll work closely with Wealth Managers and branch colleagues to deliver an exceptional customer experience, generate quality referrals to specialists, and deepen relationships while operating with a strong risk and regulatory mindset.
This role is branch based in St Albans, with travel to branches across Hertfordshire, Buckinghamshire, and Greater London, including visiting customers at their home or workplace where required. Due to the geographical nature of the portfolio, a driving licence and access to your own vehicle is required (expenses will be paid when incurred).
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In this role you will:
- Deliver a consistent and tailored Relationship & Wealth Management service to a portfolio of HSBC Premier clients, providing day-to-day banking support within your franchise.
- Act as a Brand Ambassador for HSBC, delivering an exceptional customer experience by identifying and fulfilling customer needs at first point of contact.
- Proactively identify customer needs and make effective referrals and introductions to colleagues/specialists, ensuring high-quality outcomes and ownership through to completion.
- Demonstrate autonomy and responsibility when managing the welfare of customers in conjunction with the Wealth Manager.
- Provide an outstanding customer experience by achieving relevant contact standards and enhancing client-facing time for customers and Wealth Managers.
- Work seamlessly with your aligned Wealth Manager to achieve shared objectives, aligned to the customer’s channel of choice, developing deeper relationships and improving income generation.
- Collaborate with branch colleagues to originate and progress new client opportunities across your patch, supporting portfolio growth.
Required Skills
- Previous experience in a customer-facing role within financial services, ideally working with affluent customers.
- Proven relationship-building experience, cultivating trust and long-term client partnerships.
- Experience identifying wealth needs and referring to appropriate specialists.
- Strong interpersonal and communication skills, with the ability to build rapport and explain options clearly.
- Strong collaboration skills, working effectively with internal teams to meet client needs and deliver outcomes.
- Strong understanding of risk management, with proven experience ensuring compliance with relevant regulatory processes (self and others).
- Knowledge of financial planning and wealth products is an advantage, but not essential.
- Full driving licence and access to a vehicle (expenses reimbursed when incurred).
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Pay range and compensation package
The compensation package will be competitive and commensurate with experience.
Equal Opportunity Statement
HSBC is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or any other characteristic protected by law.
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