HSBC Employment
Found in: Jooble CA O C2 - 2 weeks ago
Nanaimo BC, Canada
HSBC
Full time
Job Description:
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.
[ads1] Job Responsibilities:- Connect with product specialists to help and support you with pension and legacy tax planning, as well as protection and investment products
- Act as a Brand Ambassador for HSBC Bank Canada, delivering exceptional customer experiences
- Deliver tailored wealth management and financial planning services to a portfolio of HSBC Premier clients
- Comply with governing regulations and procedures
- Build and maintain positive relationships with clients
- Provide guidance on a full range of HSBC and external partner products and services
- Safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning
- Evidence of strong sales results and technical skills in wealth management
- Be able to converse on topics such as Anti-Money Laundering, sanctions, complaint handling, and estate planning
- Sound knowledge of financial and investment products and services
- Relationship management experience aligned to a client portfolio
- Experience and knowledge with client relationship management system
- A passion for continuously delivering outstanding customer experience
- Three years of dynamic financial services and/or retail sales experience (or equivalent)
- Effective communicator, customer-focused and great influencing skills
- An understanding of business banking, products and services
Company: HSBC
Vacancy Type: Full Time
Job Location: Nanaimo, BC, CA
Application Deadline: N/A
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