Job Description
Job Description:
As a Premier Relationship Manager, you will be a trusted adviser to our new and existing customers. You will provide a tailored approach and comprehensive financial advice, while working collaboratively with team members to support their entire life journey.
[ads1]
Job Responsibilities:
Connect with product specialists to help and support you with pension and legacy tax planning, as well as protection and investment products
Act as a Brand Ambassador for HSBC Bank Canada, delivering exceptional customer experiences
Deliver tailored wealth management and financial planning services to a portfolio of HSBC Premier clients
Comply with governing regulations and procedures
Build and maintain positive relationships with clients
Provide guidance on a full range of HSBC and external partner products and services
Safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning
Job Requirements:
Evidence of strong sales results and technical skills in wealth management
Be able to converse on topics such as Anti-Money Laundering, sanctions, complaint handling, and estate planning
Sound knowledge of financial and investment products and services
Relationship management experience aligned to a client portfolio
Experience and knowledge with client relationship management system
A passion for continuously delivering outstanding customer experience
Three years of dynamic financial services and/or retail sales experience (or equivalent)
Effective communicator, customer-focused and great influencing skills
An understanding of business banking, products and services
Job Details:
Company: HSBC
Vacancy Type: Full Time
Job Location: Nanaimo, BC, CA
Application Deadline:
N/A
[ads2]
Apply Here
instantcareers.net
#J-18808-Ljbffr