Job Description: Our Wealth Management teams provide a range of services to HSBC customers, supporting key life events such as saving for university fees, buying a new home or planning for retirement, while protecting their family and interests for every eventuality. In this role you will be a trusted adviser to our new and existing customers, providing a tailored approach and holistic financial advice, while working collaboratively with team members to support their entire life journey. As a Premier Relationship Manager, you will have dedicated and continued support from a Premier Relationship Officer who will aide you with proactive client contact, dealing with client banking queries, support back office processing and work alongside branch colleagues to grow new client opportunities. Job Responsibilities: Deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC Premier clients Build and maintain strong relationships with both new and existing clients Advise on a full range of products and services that include both HSBC products and those provided by external partners Comply with regulations and procedures that govern our business and products Act as a Brand Ambassador for HSBC Bank Canada, delivering exceptional customer experiences by building and maintaining strong relationships with new and existing customers Have access to a wide range of product specialists to help and support you, which include pensions, legacy tax planning, protection and investments Have a genuine interest in customers, helping them reach their financial ambitions Job Requirements: Have a passion for continuously delivering superior customer experience Effective communicator, client focus and influencing skills Understanding of business banking and products and services Strong technical skills in wealth management Sound knowledge of financial and investment products and services, and the client relationship management system Ability to safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent Evidence of strong sales results Relationship management experience, aligned to a client portfolio Job Details: Company: HSBC Vacancy Type: Full Time Job Location: Pointe-Claire, QC, CA Application Deadline: N/A Apply Here vacancyoptions.com
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