Premier Relationship Manager - Truro

Location:Cornwall

Description

As a result of continued growth in the HSBC UK Wealth business we are actively recruiting for an experienced Premier Relationship Manager to join our team servicing our Premier high net worth customers across Truro

The role of a PRM gives you the opportunity to join a dedicated team where you will be acting as a trusted adviser to our new and existing high net worth customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality.

You will have dedicated and continued support from a Premier Relationship Officer who will aide you with proactive client contact, dealing with client banking queries, support back office processing and work alongside branch colleagues to grow new client opportunities.

In this role, you will:
  • Deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC Premier clients

  • Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.

  • Have access to a wide range of product specialists to help and support you, which include pensions, legacy tax planning, protection and investments.

  • Build and maintain strong relationships with both new and existing clients

  • Comply with the regulations and procedures that govern our business and products.