Premier Relationship Manager

2 months ago

Ottawa, Canada HSBC Full time

Opening up a world of opportunity.

HSBC is a financial services organization serving more than 40 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses.

We’re here to use our outstanding 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: 131 Queen Street, Ottawa

Our Wealth Management teams provide a range of services to HSBC customers, supporting key life events such as saving for university fees, buying a new home or planning for retirement, while protecting their family and interests for every eventuality.

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.

**Responsibilities**:

- Build and maintain positive relationships with clients
- Provide guidance on a full range of HSBC and external partner products and services
- Connect with product specialists to help and support you with pension and legacy tax planning, as well as protection and investment products
- Deliver tailored wealth management and financial planning services to a portfolio of HSBC Premier clients
- Comply with governing regulations and procedures
- Act as a Brand Ambassador for HSBC Bank Canada, delivering exceptional customer experiences
- Demonstrate genuine curiosity about customers, helping them reach their financial ambitions

Requirements
- Three years of dynamic financial services and/or retail sales experience (or equivalent)
- Evidence of strong sales results and technical skills in wealth management
- Sound knowledge of financial and investment products and services
- Experience and knowledge with client relationship management system
- Relationship management experience aligned to a client portfolio
- Effective communicator, customer-focused and great influencing skills
- An understanding of business banking, products and services
- 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

Licencing/Accreditations
- Mutual Fund Licensing achieved (or willing to acquire with HSBC support) via the Investment Funds in Canada Course (IFIC) or Canadian Securities Course (CSC)
- Mutual Fund Skills Builders Course (or willing to acquire with HSBC support)
- Personal Financial Planning Designation (PFP);
- Institute of Canadian Broker certificate of achievement - Advanced Personal Finance (Quebec only)

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 purpose and ambition who can help build the bank for the future.

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