Premier Wealth Relationship Manager at HSBC Bank

  • Job Reference: 00039280-1
  • Date Posted: 30 June 2024
  • Location: Jersey
  • Salary: On Application

Job Description

As a Wealth Manager, you will:
· Provide regulated financial advice to a portfolio of high value premier clients either internationally and/or within the Channel Islands and Isle of Man (CIIOM) by conducting in-depth reviews to identify their personal and financial needs so you can deliver a consistent and tailored wealth management and financial planning service and advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.
· Act as a trusted adviser providing holistic financial advice and supporting our clients through key life events such as investing for their future, planning for retirement, protecting their family, or leaving a legacy for future generations.
· Please see Job Link for further information