High Net Worth Associate Relationship Manager - Private Bank Uk

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC Private Bank seeks to be the leading international Private Bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

Role Purpose:

We are seeking an Associate Relationship Manager to help us develop and grow our Private Banking business in London. 

The role holder will be principally based in our Private Bank UK office in Mayfair, London but is expected to work a minimum of 3 days per week either in the office or visiting clients in person. 

The target market for the role holder will be UK Resident and UK Domiciled clients with investable assets of $5m + based in London and the surrounding areas.  

•  The principal purpose is to provide full-service banking and wealth management services to High Net Worth individuals through the marketing of HSBC Private Bank services. 
•  A secondary requirement is to  generate new Assets Under Management (AUM) and increase overall portfolio revenues through growing share of wallet from existing clients
•  The role holder will work closely alongside an experienced Relationship Manager who will oversee the overall relationship with all clients. 

Key Responsibilities (including but not limited to):

•  Day to day interaction with HNW customers, ensuring their objectives are met through effective portfolio allocation and partnering with the Senior Relationship Manager and other key departments such as Investment Counselling, Wealth Planning and Credit Advisory. 
•  Conducts regular portfolio risk reviews, and ensures that clients are aware of their risk. 
•  Proactively identifies opportunities to ensure profitability for the client. 
•  Proactively identifies viable new business leads and acts on them where appropriate.

Key Skills & Experience:

•  The role holder will ideally be RDR Level 4 qualified.
•  Substantial experience of managing relationships with HNW customers with investable assets of at least $5million.
•  Outstanding communication and interpersonal skills.
•  Proven track record of managing the demands of senior internal stakeholders.
•  Able to work on own initiative whilst also being able to collaborate effectively with other departments. 

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.

We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse.

If you’d like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com
Telephone: +44 207 832 8500