Premier Relationship Manager - Melton Mowbray & Oakham



Wealth Manager – Melton Mowbray & Oakham

Are you interested in working for one of the world’s leading international banks who believe investment in people is the key to not only a successful business, but a positive and progressive future?

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 to retirement; whilst protecting their family and interests for every eventuality, providing confidence and reassurance.

We support every aspect of a customer’s financial life, helping them to grow, manage and preserve their wealth and provide a professional service in a world of increasing complexity. This includes a greater range of financial products and solutions, and a better understanding of our customers’ affairs. For us, Wealth Management is genuinely a relationship-based service.

For our customers, this means a tailored approach, personalised attention and our teams working collaboratively to support their entire life journey.

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

This role will give you the opportunity to join this 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.

As an HSBC Wealth Manager 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.

Our reward package is made up of an attractive base salary and generous pension scheme, together with a range of flexible benefits designed to suit your family and personal circumstances.

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.