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Premier Banking Relationship Manager

Salary

£35k - £45k

Min Experience

3 years

Location

London, UK

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

As a Premier Banking Relationship Manager, you will be responsible for managing and developing a portfolio of HSBC Premier customers. Your role will involve building strong relationships with customers, understanding their needs and providing tailored financial solutions to meet their goals. Responsibilities: - Proactively manage a portfolio of Premier customers, providing high-quality service and financial advice - Regularly meet with customers to understand their financial needs and goals, and recommend suitable products and services - Identify new business opportunities and cross-sell a range of HSBC products and services - Maintain accurate customer records and comply with all relevant policies and regulations - Participate in training and development activities to enhance your knowledge and skills Requirements: - Proven experience in a customer-facing financial services role, preferably in a retail banking or wealth management environment - Strong interpersonal and communication skills, with the ability to build rapport and trust with customers - Excellent problem-solving and analytical skills, with the ability to provide tailored financial solutions - Knowledge of a wide range of banking and investment products and services - Commitment to delivering high-quality customer service and meeting individual and team targets - Relevant professional qualifications, such as a degree in finance or economics, or an industry-recognized certification, would be an advantage

About the company

HSBC is one of the world's largest banking and financial services organizations. We serve more than 40 million customers worldwide through a network that covers 64 countries and territories. Our purpose is to connect people with opportunities, enabling businesses to thrive and economies to prosper, and ultimately helping people to fulfill their hopes and realize their ambitions.

Skills

customer service
financial advice
relationship management
banking products
investment products