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The Wealth Engagement Officer is a customer/client facing role where you will be contacting customers to maximise their wealth needs by holding robust individual reviews of their life and circumstances. By doing this, you will uncover potential investment or protection needs for your customers, which will generate quality appointments or referrals to the Wealth Advice Team and provide Digital Assisted support through My Investment Service.

Hybrid Working Role – The Wealth Engagement Team supports flexible working. This role will be based in Birmingham or Sheffield for 3 days per week, and 2 days working from home. This may differ in time depending on business needs.

Our department operates within the following working hours - 8am to 8pm, Monday to Friday and Saturday 9-5pm

In this role, you will be:

• Providing Wealth & Protection Advice referrals from established Customer profiles using both contact lists & artificial intelligence data, ensuring the customer is then referred to the most appropriate channel to meet their needs.
• Establishing and implementing the most appropriate Wealth & Protection Advice solution for the customer being that either via Wealth Manager, Wealth Adviser, Relationship Manager or My Investment service
• Building relationships with customer and colleague groups, acting as a primary contact for Wealth advice referrals.
• Identifying customer/client need and cross/upsell opportunities, to create deeper and cohesive relationships.
• Delivering the proposition by providing a consistently excellent customer/client experience and encouraging customer/client to use digital channels where available
• Using a variety of contact strategies to provide Wealth Advice & Protection referrals
• Adhering to HSBC & Regulatory procedures and guidelines applicable to the role.
• Guiding a customer through a digital journey/application on My Investments, providing support and guidance without giving advice.
• Explaining technical requirements of all digital services to a customer in a clear way to ensure the customer understands each stage of the service and what information is required.

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

• Experience working with customer contact opportunity data when reviewing contact opportunities presented to them.
• Have an understanding of available Wealth & Protection products and solutions to ensure meaningful and robust conversations are held.
• Have a passion for continuously delivering a superior customer experience.
• Pride in consistently delivering a personalised, friendly & efficient service at all times.
• Demonstrate excellent communication skills which will enable you to engage in effective conversations with customers & to build strong professional rapport.
• An ability to understand a customer’s requirements through effective conversations ensuring the customer’s Wealth & Protection Advice needs are identified and then referred through the most appropriate channel

HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you