Premier Financial Consultant - Reading

Overview

Premier Financial Consultant - Reading at HSBC. This is a hybrid role based in Reading with telephony-based client engagement from the Reading office. The role involves building and maintaining relationships with a portfolio of Premier Clients, growing the portfolio and securing new business, proactive client contact, identifying wealth needs, and referring to appropriate specialists and business areas.As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package, including private healthcare for all UK-based employees, enhanced maternity and adoption pay, support on return to work, and a contributory pension scheme with a generous employer contribution.Responsibilities

Ensure world-class client service and act as the primary point of contact for personal banking and wealth needs for your portfolio of clients.Build and nurture strong, long-lasting relationships with clients, understand their financial goals, and provide tailored solutions.Develop and implement strategies to increase the value of existing client portfolios; proactively identify wealth needs and services to maximize client satisfaction, retention, and business performance.Forge strong relationships with key stakeholders such as Wealth Managers, Branch, Mortgage and Commercial Banking colleagues.Encourage personal development and continuous improvement among team members.Qualifications / Requirements

Experience in relevant environments such as retail banking, relationship management, and front office roles.Outstanding customer service with proactive, innovative improvements to service delivery.Strong organizational skills; ability to manage outbound contact from a portfolio while handling inbound queries.Understanding of regulatory frameworks and compliance requirements in financial services, including consumer duty.Excellent interpersonal and communication skills; ability to build rapport with high-net-worth and institutional clients.Working Arrangements

Hybrid working role with base location in Reading. Ability to commute to Reading is required.Working pattern – core hours Monday to Friday 8am-8pm, with Saturdays 9am-5pm, on a rotating shift pattern.EEO and Accessibility

We are committed to creating diverse and inclusive workplaces and removing barriers to ensure careers at HSBC are inclusive and accessible for everyone. We are a Disability Confident Leader and offer interviews to people with disabilities, long-term conditions, or neurodivergent candidates who meet the minimum criteria for the role. If you require accommodations during the recruitment process, please contact our Recruitment Helpdesk.Contact

Email: hsbc.recruitment@hsbc.com | Telephone: +44 207 832 ..... full job details .....