If you have experience managing relationships with Private Banking or Wealth Management clients within the target market, this is an excellent opportunity to deepen client relationships and bring on new clients. As an HSBC employee in the UK, you will benefit from tailored professional development opportunities, a competitive pay and benefits package that includes private healthcare for all UK‑based employees, enhanced maternity and adoption pay, support when you return to work, and a contributory pension scheme with a generous employer contribution.
Responsibilities:
* Provide full‑service banking and wealth management services to high‑net‑worth individuals through the marketing of our Private Bank services.
* Generate new Assets Under Management and increase overall portfolio revenues by growing the share of wallet from existing clients.
* Work closely alongside the Senior Relationship Manager who oversees the overall client relationship; take the lead in client meetings, deliver investment suitability reviews and performance conversations, and conduct initial pitch discussions.
* Collaborate with the Investment Specialist to ensure the client’s objectives are met through portfolio allocation and help clients understand and assess their level of risk.
* Identify opportunities to meet the credit needs of clients seeking secured and unsecured loans for a variety of purposes.
* Travel across Leeds and the wider Yorkshire region to visit clients independently or with another team member.
Qualifications:
* Proven relationship‑management and investment advisory track record within a UK private banking environment, specifically in pitching investment capabilities to clients.
* Excellent and demonstrable working knowledge of discretionary investment product solutions.
* Chartered Institute for Securities & Investments Level 4 or Investment Advice Diploma qualification.
* Outstanding communication and interpersonal skills, with a proven ability to manage the demands of senior internal stakeholders.
* Target market: UK resident and UK domiciled clients with investable assets between £5–50 million.
We welcome applications from all backgrounds and encourage candidates from diverse experiences to apply.
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