This role is a customer facing role with personal banking customers who make a significant contribution to the HSBC Retail Banking Wealth Management (RBWM) business. Completion of full reviews to establish and address personal banking customers immediate and future financial requirements as the primary contact with those customers. Responding to a combination of ‘walk in’ customers and creating opportunities from centrally created contact lists are main sources of the job holder’s activity. The job holder will need to understand and deliver the standards of service quality required, maintaining published Service Level Agreements.