HSBC

High Net Worth Associate Relationship Manager

HSBC

London, UK
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you passionate about building relationships and providing exceptional customer service? Do you have experience in managing high net worth clients? If so, we have an exciting opportunity for you as a High Net Worth Associate Relationship Manager at HSBC. As a member of our team, you will have the opportunity to work with a diverse portfolio of high net worth clients and help them achieve their financial goals. We are looking for individuals who are driven, dedicated, and possess strong communication and interpersonal skills. If this sounds like you, we would love to hear from you!

  1. Develop and maintain strong relationships with high net worth clients, providing exceptional customer service and addressing their financial needs.
  2. Manage a diverse portfolio of high net worth clients, understanding their individual financial goals and providing tailored solutions and advice.
  3. Collaborate with other team members and departments to ensure a seamless and efficient client experience.
  4. Proactively identify and pursue opportunities to deepen client relationships and grow the business.
  5. Stay up-to-date on industry trends and financial products to effectively advise clients and offer innovative solutions.
  6. Demonstrate a high level of professionalism and integrity in all interactions with clients and colleagues.
  7. Communicate clearly and effectively with clients, building rapport and trust to establish long-term relationships.
  8. Provide timely and accurate responses to client inquiries and requests, ensuring a high level of customer satisfaction.
  9. Utilize data and analytics to track and measure client satisfaction and identify areas for improvement in service delivery.
  10. Adhere to all regulatory and compliance guidelines to maintain the integrity of HSBC's operations and safeguard client assets.
  11. Continuously enhance knowledge and skills through training and development opportunities to stay current with industry and company developments.
  12. Represent HSBC in a positive and professional manner at all times, promoting the brand and values of the company.
Where is this job?
This job is located at London, UK
Job Qualifications
  • Bachelor's Degree In Business Administration, Finance, Or A Related Field

  • Minimum Of 3-5 Years Of Experience In Relationship Management Or Private Banking Within The Wealth Management Industry

  • Strong Understanding Of Financial Markets, Investment Products, And Wealth Management Strategies

  • Proven Track Record Of Developing And Maintaining Relationships With High Net Worth Clients, With A Focus On Providing Exceptional Customer Service

  • Excellent Communication And Interpersonal Skills, With The Ability To Effectively Present Complex Financial Information To Clients And Colleagues.

Required Skills
  • Risk Management

  • Financial Analysis

  • Communication Skills

  • Account Management

  • Business Development

  • Product knowledge

  • Portfolio Management

  • wealth management

  • Client Relationship

  • Client Retention

  • Cross-Selling

  • Investment Advisory

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Multitasking

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

  • Time-Management

Compensation

According to JobzMall, the average salary range for a High Net Worth Associate Relationship Manager in London, UK is £60,000 to £90,000 per year, with the potential for bonuses and additional benefits. However, this can vary depending on the specific company, experience level, and qualifications of the individual.

Additional Information
HSBC is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 26th, 2024
Apply BeforeMay 22nd, 2025
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About HSBC

HSBC Holdings Plc operates as a holding company for the HSBC Group. It provides banking and financial services through four global businesses, including Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking. The company's operating segments are organized into six geographical regions, including Europe, Hong Kong, Rest of Asia Pacific, Middle East and North Africa, North America and Latin America.

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