Tuesday , January 31 2023

HSBC Bank Job Openings – Premier Relationship Manager

Website HSBC

Job Description:

Our Wealth Management teams provide a range of services to HSBC customers, supporting key life events such as saving for university fees, buying a new home or planning for retirement, while protecting their family and interests for every eventuality.
As a Premier Relationship Manager, you will be a trusted adviser to our new and existing customers. You will provide a tailored approach and comprehensive financial advice, while working collaboratively with team members to support their entire life journey.
You will have dedicated and continued support from a Premier Relationship Officer who will aide you with contacting clients proactively, dealing with client banking queries, supporting back office processes and working alongside branch colleagues to grow new client opportunities.

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Job Responsibilities:

  • Provide guidance on a full range of HSBC and external partner products and services
  • Connect with product specialists to help and support you with pension and legacy tax planning, as well as protection and investment products
  • Demonstrate genuine curiosity about customers, helping them reach their financial ambitions
  • Safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning
  • Deliver tailored wealth management and financial planning services to a portfolio of HSBC Premier clients
  • Build and maintain positive relationships with clients
  • Act as a Brand Ambassador for HSBC Bank Canada, delivering exceptional customer experiences
  • Comply with governing regulations and procedures

Job Requirements:

  • Three years of dynamic financial services and/or retail sales experience (or equivalent)
  • Relationship management experience aligned to a client portfolio
  • Experience and knowledge with client relationship management system
  • Evidence of strong sales results and technical skills in wealth management
  • A passion for continuously delivering outstanding customer experience
  • Effective communicator, customer-focused and great influencing skills
  • Sound knowledge of financial and investment products and services
  • Be able to converse on topics such as Anti-Money Laundering, sanctions, complaint handling, and estate planning
  • An understanding of business banking, products and services

Job Details:

Company: HSBC

Vacancy Type: Full Time

Job Location: Coquitlam, BC, CA

Application Deadline: N/A

Apply Here

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