Private Banker

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 an exciting new direction, we offer opportunities, support and rewards that will take you further.

We’re one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.

We’re currently seeking an experienced professional to join our Yorkshire regional team in the role of Private Banker.

You’ll primarily provide wealth management services to High-Net-Worth individuals and generate new Assets Under Management, as well as increase share of wallet for existing clients with the goal of increasing overall portfolio revenues. The expected target market for will be UK Resident and UK Domiciled clients with investable assets of between £5-50 million.

If you have experience managing relationships with Private Banking or Wealth Management clients within the target market, this is an excellent opportunity to play a meaningful role in deepening client relationships, as well as bringing on board new clients.

As an HSBC employee in the UK, you’ll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role you’ll:

• 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 through growing share of wallet from existing clients
• Work closely alongside the Senior Relationship Manager who will oversee the overall client relationship. There will be requirement to undertake client meetings independently and deliver investment suitability reviews, performance conversations, and undertake initial pitch discussions
• Collaborate with the Investment Specialist to ensure the client’s objectives are met through the portfolio allocation. Ensure clients understand and are aware of their level of risk
• Identify opportunities to meet the credit needs of clients seeking secured and unsecured loans for a variety of purposes

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

• Proven Relationship Management and an Investment Advisory track record gained within a UK Private Banking environment, specifically in terms of pitching investment capabilities to clients - essential
• Excellent and demonstrable working knowledge of discretionary investment product solutions - essential
• Chartered Institute for Securities & Investments Level 4 or Investment Advice Diploma qualified - essential
• Outstanding communication and interpersonal skills, as well as a proven ability to manage the demands of senior internal stakeholders
• Willingness to travel across the Leeds and the wider Yorkshire region to visit clients either with another team member or independently