Area of Interest: Branch and Retail Banking
Location: Peterborough, GB, PE1 1XL
Work style: Office Worker
Date: 24 Apr 2025
Some careers shine brighter than others.
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth clients.
What will I get to do as a Wealth Manager at HSBC?
Wealth Management is a relationship-based service. As a Wealth Manager, you’ll have access to an impressive portfolio of wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to a team that prides itself on making connections and building relationships. You’ll support every aspect of a customer’s financial life, help them grow, manage and preserve their wealth, and provide a professional service in a world of increasing complexity.
Here’s what else you’ll be able to do in this role:
1. Manage and support a portfolio of high-value premier customers
2. Act as a trusted adviser to our new and existing customers, providing holistic financial advice and supporting them through key life events such as investing for the future, saving for a new home, planning for retirement, or protecting their family for every eventuality
3. Conduct in-depth reviews to identify personal and financial needs of customers and deliver a tailored wealth management and financial planning service to a portfolio of HSBC clients
4. Advise on a full range of products and services, including HSBC products and those from external partners
5. Deliver needs-based solutions through effective communication and influencing
6. Continuously monitor and gather information to assess potential impacts, risks, and opportunities for the business
What does it take to be successful as a Wealth Manager?
People-oriented individuals seeking to build their portfolios, grow the HSBC Wealth and Personal Banking business safely, and advance their careers.
Do you like a challenge? Are you competitive and success-driven? Do you have a growth mindset and a drive for reward? Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships? Do you utilize the resources and talented co-workers around you to solve hard questions?
If you answered yes to any of these questions, we want to meet you!
What we’ll give you:
* Opportunities for personal development, career progression, new clients, and a supportive network of colleagues
* Security through benefits such as non-contributory pension, life insurance, employee discounts, share options, bonuses, and private medical care
* Potential to work internationally, starting here and branching out globally
* Full training on HSBC products and services, ongoing coaching, and dedicated admin support
* The chance to contribute to the business's success and participate in initiatives that make a difference
* Support to fulfill your potential
What you’ll give us:
* Role-relevant Level 4 qualifications (Dip CII, CISI, or equivalent QCF RDR level 4), and current Statement of Professional Standing
* CAS status (desired)
* Experience providing holistic financial advice on a wide range of products and services
* Previous experience as a Wealth Adviser, IFA, Financial Planning Manager, or similar role
* Experience in retail banking, relationship management, or front office environments
We are committed to diversity and inclusion. At HSBC, we aim to create accessible workplaces for everyone. We are a Disability Confident Leader and will offer interviews to candidates with disabilities, long-term conditions, or neurodivergence who meet the role's minimum criteria.
If you require accommodations during the recruitment process, please contact our Recruitment Helpdesk.
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