The Premier Client Manager will manage the HSBC relationship with our Premier high net worth clients. Professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business.
Key to this role will be your ability to acquire new clients with proactive strategic planning and develop long term, in depth relationships.
At all times you must comply with the FCA’s rules and principles for Approved Persons and Code Practice.
The ideal candidate will hold a CII Diploma in Regulated Financial Planning or equivalent and Competent Advisor Status.
Our high net worth customers expect exceptional service, which you will deliver. In return, if you can play your part in delivering the very best wealth management services in the industry, you can expect an exceptional future with HSBC.
Hours: 35 over 5 days
↧