Jackie Hatcliffe Dip
About Jackie Hatcliffe Dip
Jackie Hatcliffe is a Premier Relationship Manager at HSBC, where she has worked since 2013 in London. She specializes in holistic financial planning, estate planning solutions, and inheritance tax planning for high net worth clients.
Work at HSBC
Jackie Hatcliffe has been employed at HSBC since 2013, currently holding the position of Premier Relationship Manager in London, Greater London, United Kingdom. In this role, she utilizes holistic financial planning to assist clients in achieving their personal financial goals. Prior to her current position, she worked as a Premier Manager from 2010 to 2013 and as a Wealth Specialist for a brief period from 2009 to 2010. Throughout her tenure at HSBC, she has focused on providing regulated financial advice to high net worth clients.
Education and Expertise
Jackie Hatcliffe has a diverse educational background. She studied Business and Communications at Stannington College from 1980 to 1982. Later, she pursued further education at the Ifs School of Finance, where she studied Finance from 2009 to 2011. Additionally, she attended Tapton School. Her educational qualifications complement her expertise in estate planning solutions and inheritance tax planning.
Background
Jackie Hatcliffe has built a career in financial services, specifically within HSBC, where she has accumulated over a decade of experience in various roles. Her journey began as a Wealth Specialist and progressed to positions of increasing responsibility, including Premier Manager and her current role as Premier Relationship Manager. This progression highlights her commitment to the financial industry and her focus on client service.
Achievements
Throughout her career at HSBC, Jackie Hatcliffe has specialized in estate planning solutions and inheritance tax planning. She provides comprehensive financial advice that encompasses investments, pensions, and protection for high net worth clients. Her ability to deliver tailored financial strategies has contributed to her reputation in the financial services sector.