Join to apply for the Wealth Manager - Sevenoaks role at HSBC
About HSBC and Wealth Management
HSBC offers a dynamic environment for those seeking to excel in wealth management. Our Wealth and Personal Banking division supports millions worldwide, providing products such as current accounts, credit cards, loans, mortgages, savings, investments, insurance, and bespoke wealth management services for high-net-worth clients.
Role Responsibilities
1. Manage and support a portfolio of high-value premier customers.
2. Serve as a trusted adviser, providing holistic financial advice tailored to clients’ life events and financial goals.
3. Conduct in-depth reviews to identify client needs and deliver personalized wealth management solutions.
4. Advise on a wide range of products, including HSBC offerings and external partners.
5. Communicate effectively to deliver needs-based solutions, influencing client decisions.
6. Monitor information to identify risks and opportunities for clients and the business.
Candidate Profile
We seek people-oriented individuals with a passion for building portfolios, growing HSBC’s wealth business, and advancing their careers. Success factors include a growth mindset, performance-driven attitude, and excellent relationship-building skills.
What We Offer
* Opportunities for personal development and career progression.
* Security benefits including pension, insurance, bonuses, and medical care.
* International career pathways.
* Comprehensive training and ongoing coaching.
* Inclusive team environment and involvement in impactful initiatives.
Minimum Requirements
* Level 4 qualifications (Dip CII, CISI, or equivalent) and current Statement of Professional Standing.
* CAS status is preferred.
* Experience providing holistic financial advice across products and services.
* Previous roles as a Wealth Adviser, IFA, or Financial Planning Manager are desirable.
* Experience in retail banking, relationship management, or front office environments.
Inclusion and Accessibility
HSBC is committed to diversity and inclusion, welcoming applications from all backgrounds and providing accommodations during the recruitment process for candidates with disabilities or neurodivergence.
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