Relationship Manager

Website HSBC Bank

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.

Job Responsibilities:

  • Comply with governing regulations and procedures
  • Demonstrate genuine curiosity about customers, helping them reach their financial ambitions
  • Provide guidance on a full range of HSBC and external partner products and services
  • Build and maintain positive relationships with clients
  • 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
  • Safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning
  • Connect with product specialists to help and support you with pension and legacy tax planning, as well as protection and investment products

Job Requirements:

  • Institute of Canadian Broker certificate of achievement – Advanced Personal Finance (Quebec o
  • Mutual Fund Skills Builders Course (or willing to acquire with HSBC support)
  • Effective communicator, customer-focused and great influencing skills
  • Three years of dynamic financial services and/or retail sales experience (or equivalent)
  • Fluency in English is required, Fluency in Mandarin and/or Cantonese is an asset
  • A passion for continuously delivering outstanding customer experience
  • Be able to converse on topics such as Anti-Money Laundering, sanctions, complaint handling, and estate planning
  • Mutual Fund Licensing achieved (or willing to acquire with HSBC support) via the Investment Funds in Canada Course (IFIC) or Canadian Securities Course (CSC)
  • Evidence of strong sales results and technical skills in wealth management
  • Sound knowledge of financial and investment products and services
  • Experience and knowledge with client relationship management system
  • Personal Financial Planning Designation (PFP);
  • An understanding of business banking, products and services
  • Relationship management experience aligned to a client portfolio

Job Details:

Company: HSBC Bank

Vacancy Type: Full Time

Job Location: Victoria, British Columbia, CA

Application Deadline: N/A

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