Premier Financial Consultant

Company: HSBC

Location: London, United Kingdom

Type: Permanent

Posted On: 2025-06-28

Job ID: 22921281

Employment Type: Full time

Salary: Competitive

Some careers shine brighter than others. If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

As an HSBC employee in the Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution.

We are currently seeking an experienced individual to join this team in the role of Premier Financial Consultant. Working as part of a collaborative wealth management team, this is a client facing role in which you will provide a dedicated and professional service to our global expat customer base. Through active management of a portfolio you will develop and retain relationships with our global customers, reviewing the portfolio regularly to ensure solutions are suitable to meet client needs and driving customer satisfaction.

In this role, you will:

• Build relationships with clients to retain and develop sustainable relationships.


• Complete regular reviews with clients to understand their current and long term financial needs and advise them on the products and services that help them achieve their goals.


• Undertake training and development to support your personal growth within HSBC.


• Develop and maintain an understanding and technical knowledge of relevant products and services available from HSBC Group sources in order to provide the best solutions for clients.

To be successful in this role you should meet the following requirements:

• Experience working in a customer or client focused environment.


• Outstanding customer service skills with a strong telephone presence.


• Strong (verbal and written) communication skills with an ability to build relationships.


• A desire to begin a career in wealth management.


• An ability to deliver creative and flexible customer solutions.

You'll achieve more when you join HSBC. For further details and application information please click "Apply".

Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

• Email: hsbc.recruitment@hsbc.com


• Telephone:

#s1-Gen

service to our global expat customer base. Through active management of a portfolio you will develop and retain relationships with our global customers, reviewing the portfolio regularly to ensure solutions are suitable to meet client needs and driving customer satisfaction. In this role, you will Build relationships with clients to retain and develop sustainable relationships Complete regular reviews with clients to understand their current and long term financial needs and advise them on the products and services that help them achieve their goals Undertake training and development to support your personal growth within HSBC Develop and maintain an understanding and technical knowledge of relevant products and services available from HSBC Group sources in order to provide the best solutions for clients To be successful in this role you should meet the following requirements: Experience working in a customer or client focused environment Outstanding customer service skills with a strong
telephone presence Strong (verbal and written) communication skills with an ability to build relationships A desire to begin a career in wealth management An ability to deliver creative and flexible customer solutions You'll achieve more when you join HSBC For further details and application information please click "Apply" Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk: Email: hsbc.recruitment@hsbc.com Telephone:

Premier Financial Consultant Some careers shine brighter than others. If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. As an HSBC employee in the Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution. We are currently seeking an experienced individual to join this team in the role of Premier Financial Consultant. Working as part of a collaborative wealth management team, this is a client facing role in which you will provide a dedicated and professional