High Net Worth Relationship Manager - Private Bank UK

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 Global Private Banking business provides banking, investment and wealth management solutions to help high net worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments and family governance. And our experts in philanthropy support clients in their objectives to have a positive impact on society. 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. 

The High Net Worth (HNW) Relationship Manager role is focused on clients with Total Relationship Balances of between £1.5m and £4m. The role holder will be expected to grow their knowledge of the wider Private Banking business with a view to managing portfolios with higher value and potentially more complex clients in the future.

In this role you will:

• Manage client relationships with complex banking, lending and investment needs with HSBC.
• Provide an outstanding client experience in line with the demanding expectations of the HNW target client segment
• Maintain and grow profitable long-term relationships with existing clients whilst sourcing and onboarding new to bank clients from within the agreed referral channels.
• Support your aligned HNW Wealth Manager in the overall achievement of common financial objectives
• Deepen client relationships whilst improving portfolio income generation.

To be successful in this role you should meet the following requirements:

• CISI Level 4 or other equivalent regulated qualification - essential
• Experience of managing client relationships within the target HNW segment either within a Private Banking or Wealth Management environment - essential
• Excellent knowledge of Know Your Customer (KYC) & Customer Due Diligence (CDD) requirements - essential
• A solid understanding of the range of banking, lending and wealth solutions available to clients in this segment - essential
• Highly effective communication skills both with clients and internal stakeholders

This role is based in London.

Opening up a world of opportunity

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:

Email: [email protected]

Telephone: +44 207 832 8500