[UXF-845] | HSBC Recruitment – Premier Relationship Manager

  • White Rock
  • Hsbc
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 [ads2] Apply Here instantcareers.net #J-18808-Ljbffr