Role Overview
When you join us as a Wealth Manager, you’ll enjoy access to an impressive portfolio of wealth clients. With our global brand recognition and a reputation for building loyal relationships, we now have over 1 million Premier clients and are still growing. That’s why we’re looking for exceptional individuals to provide a professional service in supporting every aspect of a client’s financial life; helping them to grow whilst managing and preserving their wealth in a world of increasing complexity.
Responsibilities
* Provide regulated financial advice to a portfolio of high‑value Premier clients, conducting in‑depth reviews to identify their personal and financial needs so you can deliver a consistent and tailored wealth‑management and financial‑planning service and advise on a full range of products and services that include both HSBC‑manufactured products and those provided by external partners.
* Act as a trusted adviser providing holistic financial, defined contributory pension scheme, life insurance, employee discounts, share options, annual bonuses, and private medical care.
* Serve as a stepping‑stone to working internationally, allowing you to branch out to anywhere as we have offices around the world.
Qualifications
* Relevant Level‑4 qualifications (Dip CII, CISI or equivalent QCF RDR level‑4 qualification).
* Current Statement of Professional Standing requirements – ideally holding CAS status.
* Experience working in a relevant environment (wealth management, retail banking, relationship management, front office).
* Desire to build valuable and effective stakeholder relationships.
Benefits & Development
* Encouragement to fulfil your potential including financial support to complete your Chartered qualification.
* A supportive network of colleagues, including access to a Relationship Manager and Area Wealth Analyst to help build your portfolio and process applications.
* Opportunity to tap into specialists across pensions, tax, trusts and wealth planning whenever needed.
* Ongoing personal development and progression with exposure to new products and opportunities to learn and sell as part of our Wealth Management team, supported by full training and ongoing coaching.
* A flexible benefits package.
Diversity and Inclusion
At HSBC, we are dedicated to creating diverse and inclusive workplaces – no matter gender, ethnicity, disability, religion, sexual orientation or age. We are committed to removing barriers and ensuring careers are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long‑term conditions or neurodivergent candidates who meet the minimum criteria for the role. If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk: Email: hsbc.recruitment@hsbc.com Telephone: +44 207 832 8500.
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