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Premier Client Manager, Jersey

- HSBC Bank plc -

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Post Date: May 22, 2018
Job Type: Permanent
Accomodation: No
Start Date: - n/a -
Salary: - n/a -
Location: Jersey
Job Reference: 5RBWM0000AG50
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Before applying for a job please note: All Job Seekers other than U.K. or E.U. nationals require a visa/work permit to enter the Channel Islands.
Commonwealth nationals aged 17 - 27 need a two year "Working Holiday Maker" permit to enter the Islands.

•        Achieve agreed Key Performance Indicator (KPI) objectives through the development of existing and new Top Tier client relationships
•        Complete regular reviews with clients to understand their current and long term financial needs and advise them on the differentiated products and services
•        Use tools, information, and delivery channels effectively to deliver the highest levels of client service
•        Maintain a minimum standard of qualifying Top Tier Premier clients within portfolio as stated by Group
•        Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients
•        Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

•        Experience working in relevant environment/s, e.g. Wealth Management, Portfolio Management
•        Role relevant qualifications, e.g. Level 4 Diploma qualified
•        Past working experience in a relevant role, e.g. A wealth advisory role is essential
•        Relevant product knowledge including knowledge of Competent Adviser Status (CAS) or has held within the last 5 years is desirable but not essential

For further details and application information please click “Apply” or visit our careers site, searching under reference 0000AG50.

Contact Details

URL: https://hsbc.taleo.net/careersection/external/jobdetail.ftl?lang=en_GB&job=0000AG50&src=JB-11441

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