Be part of an exciting and unique team!
The Wealth Engagement Officer is a customer/client facing role where you will be contacting customers to maximise their wealth needs by holding robust individual reviews of their life and circumstances. By doing this, you will uncover potential investment or protection needs for your customers, which will generate quality appointments or referrals into Wealth Advice and/or digital channels.
As an HSBC employee in the UK, you will 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 be:
• Providing Wealth & Protection Advice referrals from established Customer profiles using both contact lists & artificial intelligence data, ensuring the customer is then referred to the most appropriate channel to meet their needs.
• Establishing and implementing the most appropriate Wealth & Protection Advice solution for the customer being that either via Wealth Manager, Wealth Adviser, Relationship Manager or My Investment service
• Building relationships with customer and colleague groups, acting as a primary contact for Wealth advice referrals.
• Identifying customer/client need and cross/upsell opportunities, to create deeper and cohesive relationships.
• Delivering the proposition by providing a consistently excellent customer/client experience and encouraging customer/client to use digital channels where available
• Using a variety of contact strategies to provide Wealth Advice & Protection referrals
• Adhering to HSBC & Regulatory procedures and guidelines applicable to the role.
• Guiding a customer through a digital journey/application on My Investments, providing support and guidance without giving advice.
• Explaining technical requirements of all digital services to a customer in a clear way to ensure the customer understands each stage of the service and what information is required