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.


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