Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking an ambitious individual to join our team as an Relationship Manager, working together with colleagues to define, manage and achieve divisional business targets.

Role Purpose

We are seeking an experienced relationship manager to help us develop and grow our Private Banking business across Yorkshire and the North East of England.

The role holder will be principally based in the Leeds office but is expected to work flexibly and remotely across the North East of England. They will report to the Regional Head, North and Midlands. The target market for the role holder will be UK Resident and UK Domiciled clients with investable assets of between $5m and $30m.

In this role, you will:

• Provide support to existing relationship managers whose principal purpose if to undertake a ‘Hunter’ role by acting as a ‘Farmer’ to their existing clients. Grow revenue, increase Assets Under Management (AUM) of portfolio and increase inflows of net new money (NNM)
• Provide full-service banking and wealth management services to high net worth individuals through the marketing of HSBC Private Bank services
• Generate new Assets Under Management (AUM) and increase overall portfolio revenues through growing share of wallet from existing clients
• Work closely alongside a more senior Relationship Manager who will oversee the overall client relationship. The Relationship Support Manager will be required to undertake client meetings on their own and deliver investment suitability reviews, performance conversations and undertake initial pitch discussions. They will also be responsible for ensuring that the actions identified in the joint meetings held with the senior relationship manager are fully completed in a timely manner and fed back to the clients as necessary

Requirements

To be successful in the role, you should meet the following requirements:

• Highly organized with a willingness to work under own supervision and remotely from immediate line manager
• Provide support to 2 Relationship Managers each with portfolios of circa 50 Relationships
• Ability to travel to meet clients and internal stakeholders
• Manage own time to help to meet demanding new client acquisition objectives
• Represent the Private Bank with internal stakeholders and in the professional community across Yorkshire and the North East of England
• Investment advisory and relationship management experience gained within a UK Private Banking business
• Excellent knowledge of investment product solutions and the UK regulatory environment
• RDR Level 4 qualification is a minimum requirement of the role with the requirements to achieve level 6 within 12 months of joining

You’ll achieve more when you join HSBC. 

https://mycareer.hsbc.com/external

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

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