HSBC Recruitment – Premier Relationship Manager

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.

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

Apply Here

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