Relationship Manager UK Private Bank

Private Banker - Yorkshire

We are currently seeking an experienced professional to join our Yorkshire regional team in the role of Private Banker. You'll primarily provide wealth management services to high net worth individuals and generate new assets under management, as well as increase share of wallet for existing clients with the goal of increasing overall portfolio revenues.

Key Responsibilities

• Provide full service banking and wealth management services to high net worth individuals through the marketing of our Private Bank services.
• Generate new assets under management and increase overall portfolio revenues through growing share of wallet from existing clients.
• Work closely alongside the Senior Relationship Manager who will oversee the overall client relationship.
• Conduct client meetings independently, delivering investment suitability reviews, performance conversations, and initial pitch discussions.
• Collaborate with the Investment Specialist to ensure the client's objectives are met through portfolio allocation.
• Ensure clients understand and are aware of their level of risk.
• Identify opportunities to meet the credit needs of clients seeking secured and unsecured loans for a variety of purposes.

Qualifications

• Proven relationship management and investment advisory track record gained within a UK Private Banking environment, specifically in terms of pitching investment capabilities to clients - essential.
• Excellent and demonstrable working knowledge of discretionary investment product solutions - essential.
• Chartered Institute for Securities & Investments Level 4 or Investment Advice Diploma qualified - essential.
• Outstanding communication and interpersonal skills, as well as a proven ability to manage the demands of senior internal stakeholders.
• Willingness to travel across Leeds and the wider Yorkshire region to visit clients either with another team member or independently.

Benefits

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.

Diversity and Inclusion

At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter your gender, ethnicity, disability, religion, sexual orientation, socio economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. If you have a need that requires accommodations or changes during the recruitment process, please let our Recruitment Helpdesk contact the accommodations team.