Job Description: Wealth Manager at HSBC
Join HSBC and fulfill your potential as a Wealth Manager. Support a portfolio of high-value clients, provide holistic financial advice, and build lasting relationships in a role that offers growth, support, and rewards.
Responsibilities:
1. Manage and support a portfolio of high-value premier customers.
2. Act as a trusted adviser, guiding clients through key life events such as investing, saving, planning for retirement, and family protection.
3. Conduct in-depth reviews to identify clients' personal and financial needs and deliver tailored wealth management services.
4. Advise on a range of products, including HSBC offerings and external partners.
5. Deliver needs-based solutions through effective communication and influence.
6. Monitor and assess potential impacts, risks, and opportunities for clients and the business.
Qualifications and Skills:
* Hold relevant Level 4 qualifications (e.g., Dip CII, CISI) and meet professional standing requirements.
* CAS status is preferred.
* Experience providing holistic financial advice across various products and services.
* Previous roles such as Wealth Adviser, IFA, or Financial Planning Manager are desirable.
* Experience in retail banking, relationship management, or front office environments.
What We Offer:
* Opportunities for personal development, career progression, and international work.
* Security benefits including pension, life insurance, employee discounts, share options, bonuses, and medical care.
* Comprehensive training and ongoing coaching.
* Inclusive team environment with involvement in impactful initiatives.
Our Commitment:
We value diversity and inclusivity, supporting candidates of all backgrounds and abilities. We are a Disability Confident Leader and offer accommodations during the recruitment process.
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