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Information and public services for the Island of Jersey

L'înformâtion et les sèrvices publyis pouor I'Île dé Jèrri

Premier Wealth Relationship Manager

Residency
5 years residency required
Employer
HSBC Bank
Closing date
14 July 2024
Reference
58292
Contract
Permanent
Hours
Full Time
Salary
Negotiable
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
Core skills required
  • Ability to speak and understand English
  • CV Required
  • Keyboard Skills
  • References
How to apply
  • Online


Contact name
Natasha Thompson
Email
Address
HSBC House
The Esplanade
St Helier
Jersey

JE1 1HS
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