Private Client Relationship Manager

3 weeks ago

Vancouver, Canada HSBC Full time

Opening up a world of opportunity.

We're a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses.

We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our customers, our people and our communities.

Wealth and Personal Banking

We help clients to manage, protect and grow their wealth. We offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products. Our international network and breadth of expertise enables us to support individuals, families, business owners, investors and entrepreneurs around the world.

About the role

Branch Location:West 41st Avenue, Vancouver

In this client facing position, you will manage relationships with our highest value clients, bringing professionalism, and an expert understanding of wealth planning and wealth products.

The Private Client Relationship Manager requires exceptional ability to build trusting relationships with existing and potential Top Tier Premier clients, helping them articulate their needs, and deliver to exceed their expectations. Success requires getting to know clients on a personal and professional level to understand their short and long term financial goals, and use this understanding of the client’s situation and external market knowledge to provide financial advice aimed at wealth creation and capital preservation.

The role will entail reviewing the Top Tier portfolio regularly to identify opportunities to use the distinctive capabilities of HSBC, spanning cross-functional lines of business and geography, to the advantage of the client.

**Responsibilities**:

- Own the client relationship with HSBC and provide professional care and expert financial advice that results in clients considering HSBC their primary bank
- Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated wealth products and services to the client
- Utilize in-depth knowledge of relevant products and services and how they might be tailored to provide the best solutions for clients
- Maintain highest standard of excellence in client service with individual clients with regular monitoring of client satisfaction
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
- Work as part of an integrated management team to ensure, standards and are met and operating models delivered
- Complete line manager responsibilities for managing assigned Premier Officer or designated support staff
- Collaborate with the wider team to deliver the Wealth and Personal Banking performance measures and plan to support the multi channel client journey
- Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss.
- Adhere to selling process and sales quality requirements

Requirements
- Minimum of eight years proven and progressive financial services, and at least 3 years as a Relationship Manager
- Evidence of strong client recommendation and sales results in wealth products.
- Equivalent relationship management experience in managing high net worth client portfolios preferred
- Expert knowledge in wealth planning and wealth products
- Sound knowledge of the impact of macroeconomics/microeconomics/local market developments.
- Expert knowledge of external regulatory framework relevant to wealth management
- Strong client focus and ability to develop long term partnerships with clients.
- Ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
- Effective English communication skills, with ability to communicate in a second language an asset
- Bachelor's degree or equivalent experience
- Fluency in English is required, Fluency in Mandarin an/or Cantonese is an asset

Licencing/Accreditations
- Mutual Fund Licensing. Completed or willing to obtain with HSBC support:
Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course
- Personal Financial Planning Designation (PFP); For Quebec only, Institute of Canadian Broker certificate of achievement - Advanced Personal Finance

HSBC Proud

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.

If this is not the ideal role for you, we invite you to sign up here to our Talent Community so we can update you about job opportunities and career events in your area of interest. We are always looking for people with

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