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For Companies At a Glance
- Tasks: Engage with Premier Clients, build relationships, and identify wealth needs.
- Company: Join HSBC, a global leader in Wealth and Personal Banking.
- Benefits: Enjoy remote work options, private healthcare, and generous maternity support.
- Why this job: Make a real impact while developing your career in a diverse environment.
- Qualifications: Experience in retail banking or relationship management is essential.
- Other info: This is a hybrid role based in Reading with flexible working hours.
The predicted salary is between 36000 - 60000 £ per year.
Some careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth clients.
The Premier Financial Consultant serves as the primary point of contact for a portfolio of Premier Clients. This role will require remote client engagement from the Reading office, responsible for building and maintaining strong relationships with their portfolio of clients and are also responsible for growing their customer portfolios and securing new business. The Premier Financial Consultants are tasked with proactive client contact, identifying wealth needs, referring to appropriate specialists and business areas to grow new client opportunities.
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:
- Ensure world class client service and performance while serving as the primary point of contact for personal banking and wealth needs for your portfolio of clients.
- Build and nurture strong, long-lasting relationships with your portfolio of clients, understanding their financial goals and providing tailored solutions to meet their needs.
- Develop and implement strategies to increase the value of existing client portfolios, proactively identifying wealth needs and services to maximize client satisfaction and retention, as well as business performance.
- Forge strong relationships with key stakeholders such as Wealth Managers, Branch, Mortgage and Commercial Banking colleagues.
- Encourage personal development and continuous improvement among team members.
To be successful in this role you should meet the following requirements:
- Experience working in relevant environments - retail banking, relationship management, front office.
- Deliver outstanding customer service while proactively seeking innovative ways to improve this service.
- Remote Relationship Management Experience.
- Strong understanding of the regulatory frameworks and compliance requirements associated with financial services, including consumer duty.
- Excellent interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth individuals and institutional clients.
This is a Hybrid working role with the base location as Reading. Candidates must have the ability to commute to this location. Working Pattern - core hours Monday-Friday 8am-8pm, with Saturdays 9am-5pm. This will be on a rotating shift pattern.
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 - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk.
Premier Financial Consultant - Reading employer: HSBC Global Services Limited
Contact Detail:
HSBC Global Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Premier Financial Consultant - Reading
✨Tip Number 1
Familiarise yourself with HSBC's values and culture. Understanding their commitment to diversity and inclusion can help you align your responses during interviews, showcasing how you can contribute to their inclusive environment.
✨Tip Number 2
Network with current or former HSBC employees on platforms like LinkedIn. Engaging in conversations about their experiences can provide valuable insights into the role and the company, which you can leverage during your application process.
✨Tip Number 3
Prepare for situational interview questions that focus on client relationship management. Think of specific examples from your past experiences where you've successfully built relationships or resolved client issues, as this is crucial for the Premier Financial Consultant role.
✨Tip Number 4
Stay updated on financial regulations and compliance requirements relevant to the role. Being knowledgeable about these topics will not only boost your confidence but also demonstrate your commitment to maintaining high standards in client service.
We think you need these skills to ace Premier Financial Consultant - Reading
Some tips for your application 🫡
Understand the Role: Thoroughly read the job description for the Premier Financial Consultant position at HSBC. Make sure you understand the key responsibilities and requirements, such as client relationship management and knowledge of financial services.
Tailor Your CV: Customise your CV to highlight relevant experience in retail banking, relationship management, and customer service. Use specific examples that demonstrate your ability to build strong client relationships and meet financial goals.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your skills align with HSBC's values and the importance of diversity and inclusion in the workplace.
Highlight Relevant Skills: In your application, emphasise your interpersonal and communication skills, as well as your understanding of regulatory frameworks. Provide examples of how you've successfully managed client portfolios and improved customer service in previous roles.
How to prepare for a job interview at HSBC Global Services Limited
✨Research HSBC and Its Values
Before your interview, take some time to understand HSBC's mission, values, and the specific services they offer. This will not only help you answer questions more effectively but also demonstrate your genuine interest in the company.
✨Prepare for Client Relationship Scenarios
As a Premier Financial Consultant, you'll need to showcase your ability to build and maintain relationships. Prepare examples from your past experiences where you've successfully managed client relationships or resolved issues, highlighting your communication skills and customer service excellence.
✨Understand Regulatory Frameworks
Familiarise yourself with the regulatory frameworks and compliance requirements relevant to financial services. Be ready to discuss how you ensure compliance in your work, as this is crucial for the role and will show your understanding of the industry.
✨Showcase Your Proactive Approach
The role requires proactive client engagement, so be prepared to discuss how you've identified client needs in the past and the strategies you've implemented to meet those needs. Highlight any innovative solutions you've provided that improved client satisfaction.
