Relationship Manager - Private Bank at HSBC Private Bank

  • Job Reference: 00039479-1
  • Date Posted: 6 July 2024
  • Location: Jersey
  • Salary: On Application

Job Description

In this role you will be accountable for assessing client needs, developing a comprehensive investment strategy, co-ordinating sales and execution against that strategy, and monitoring the performance and appropriateness of the client’s overall investment portfolio on an ongoing basis – sometimes with the help of an Investment Councellor.
? Minimum Level 6 Investment qualified requirement (CISI PCIAM, CII Chartered or equivalent).
? Prior Relationship Management and/or Investment Advisory experience within a Private Banking HNW or Wealth Management context is essential.
? Highly self-motivated with exceptional organisational skills
? Outstanding stakeholder management experience.
? Highly autonomic and able to work as part of team as well as on own initiative.
? Exceptional Interpersonal skills, communication skills and an ethical mindset.