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Nanaimo

    Relation Manager H/F - Nanaimo, BC, Canada - HSBC

    HSBC
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    Description

    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.

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    Job Responsibilities:
    Connect with product specialists to help and support you with pension and legacy tax planning, as well as protection and investment products
    Act as a Brand Ambassador for
    HSBCBank Canada, delivering exceptional customer experiences
    Deliver tailored wealth management and financial planning services to a portfolio of
    HSBCPremier clients
    Comply with governing regulations and procedures
    Build and maintain positive relationships with clients
    Provide guidance on a full range of
    HSBCand external partner products and services
    Safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning


    Job Requirements:
    Evidence of strong sales results and technical skills in wealth management
    Be able to converse on topics such as Anti-Money Laundering, sanctions, complaint handling, and estate planning
    Sound knowledge of financial and investment products and services
    Relationship management experience aligned to a client portfolio
    Experience and knowledge with client relationship management system
    A passion for continuously delivering outstanding customer experience
    Three years of dynamic financial services and/or retail sales experience (or equivalent)
    Effective communicator, customer-focused and great influencing skills
    An understanding of business banking, products and services


    Job Details:

    Company:

    HSBC

    Vacancy Type:
    Full Time

    Job Location:
    Nanaimo, BC, CA


    Application Deadline:
    N/A

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