Wealth Management Specialist
3 days ago
Premier Relationship Officer Responsibilities
- Manage client contact and service, including direct customer contact, facilitating a smooth handover where appropriate, and managing key event reminders to maintain active client contact.
- Support Relationship Managers with the administration of a range of wealth management solutions.
- Build and retain a strong knowledge of the Relationship Managers portfolio of clients with the support of analytical tools.
- Become knowledgeable about HSBC's Premier banking propositions and be able to assist with the more complex and demanding needs of the Bank's most affluent customers.
About the Role
This is an excellent opportunity for a highly motivated and experienced individual to join our team as a Premier Relationship Officer.
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