Trainee Relationship Manager
If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further.
We’re one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions
We’re currently seeking an experienced professional to join our team in the role of Trainee Relationship Manager
As a Trainee Relationship Manager you'll will be the primary point of contact for a portfolio of our global expat Premier Clients. This is a telephony-based role that will require remote client engagement where you’ll build and maintain strong relationship with your portfolio of clients - growing their customer portfolios and securing new business. You’ll be tasked with proactive client contact, identifying wealth needs, and referring them to appropriate specialists and business areas to grow new client opportunities.
As an HSBC employee in the UK, you’ll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.
In this role you will:
Ensure world class client service and performance while serving as the primary point of contact for the personal banking and wealth needs for your portfolio of expat clients Build and nurture strong, long-lasting relationships with your portfolio of clients, understanding their financial goals and providing tailored solutions to meet their needs Develop and implement strategies to increase the value of existing client portfolios, proactively identifying wealth needs and services to maximize client satisfaction and retention, as well as business performance Forge strong relationship with key stakeholders such as Wealth Managers, Branch, Mortgage and Commercial Banking colleagues. Encourage personal development and continuous improvement among team membersTo be successful in this role you should meet the following requirements:
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Experience working in relevant environments - retail banking, relationship management, front office
Deliver outstanding customer service while proactively seeking innovative ways to improve this service
Strong organisational skills are vital – able to effectively make outbound contact from a portfolio of clients whilst handling inbound queries Strong understanding of the regulatory frameworks and compliance requirements associated with financial services, including consumer duty
Excellent interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth individuals and institutional clients