HSBC Recruitment – Premier Relationship Manager

2 weeks ago


White Rock, 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.

You will have dedicated and continued support from a Premier Relationship Officer who will aide you with contacting clients proactively, dealing with client banking queries, supporting back office processes and working alongside branch colleagues to grow new client opportunities.

[ads1] Job Responsibilities:
  • Act as a Brand Ambassador for HSBC Bank Canada, delivering exceptional customer experiences
  • Provide guidance on a full range of HSBC and external partner products and services
  • Deliver tailored wealth management and financial planning services to a portfolio of HSBC Premier clients
  • Build and maintain positive relationships with clients
  • Connect with product specialists to help and support you with pension and legacy tax planning, as well as protection and investment products
  • Demonstrate genuine curiosity about customers, helping them reach their financial ambitions
  • Comply with governing regulations and procedures
  • Safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning
Job Requirements:
  • An understanding of business banking, products and services
  • Relationship management experience aligned to a client portfolio
  • Effective communicator, customer-focused and great influencing skills
  • Sound knowledge of financial and investment products and services
  • Evidence of strong sales results and technical skills in wealth management
  • A passion for continuously delivering outstanding customer experience
  • Be able to converse on topics such as Anti-Money Laundering, sanctions, complaint handling, and estate planning
  • Three years of dynamic financial services and/or retail sales experience (or equivalent)
  • Experience and knowledge with client relationship management system
Job Details:

Company:HSBC

Vacancy Type:Full Time

Job Location:White Rock, BC, CA

Application Deadline: N/A

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