Join to apply for the Wealth Director - Dorset Area role at HSBC
3 days ago Be among the first 25 applicants
Join to apply for the Wealth Director - Dorset Area role at HSBC
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.
What will I get to do as a Wealth Director at HSBC?
Whether you’re creating connections with customers or colleagues, Wealth Management is genuinely a relationship-based service. As a Wealth Director, you’ll have access to an impressive portfolio of wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to 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:
* Work alongside the Premier Relationship Director to support a portfolio of high value Premier customers with between £750K and £1.5M
* 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 your future, saving for a new home, planning for retirement or protecting their family for every eventuality.
* Conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients.
* Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.
* Deliver needs-based solutions through effective communication and influencing.
* Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business.
What We’ll Give You
* Growth - Opportunity for personal development and progression, new clients, a robust and supportive network of colleagues, new products, and new opportunities to learn and sell on our Wealth Management team.
* Security in the form of flex benefits, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care.
* Steppingstone to work internationally - this can be your place to start and branch out to anywhere we have offices around the world.
* Full training in HSBC products and services with ongoing coaching throughout your career and dedicated Analyst support
* An opportunity to contribute to the ongoing success of the business, by being an inclusive team member with the prospect to be involved in multiple initiatives to make a difference.
* The support you need to fulfil your potential.
What You'll Give Us
* Hold role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements – Essential
* Currently hold CAS status - Desired
* Commitment to achieve Chartered Status (Level 6) (HSBC funding will be available)
* Previous experience providing holistic financial advice on a wide range of products and services.
* Have previously worked with High net worth clients as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role.
* Experience working in relevant environments (retail banking, relationship management, front office)
This role is based in the Dorset Area.
Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.
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
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
Referrals increase your chances of interviewing at HSBC by 2x
Get notified about new Area Director of Finance jobs in Yeovil, England, United Kingdom.
Somerset, England, United Kingdom 2 weeks ago
South West, England, United Kingdom 2 weeks ago
Chard, England, United Kingdom 4 days ago
Financial Controller - Dorchester - up to £58,000
Dorchester, England, United Kingdom 5 minutes ago
Wembdon, England, United Kingdom 6 days ago
Taunton, England, United Kingdom 1 month ago
Huntspill, England, United Kingdom 1 week ago
Leighton, England, United Kingdom 1 month ago
Yeovil, England, United Kingdom 5 days ago
Dorset, England, United Kingdom 1 week ago
Bridgwater, England, United Kingdom 2 weeks ago
Castle Cary, England, United Kingdom 2 weeks ago
Yeovil, England, United Kingdom 1 day ago
Dorset, England, United Kingdom 1 week ago
Dorset, England, United Kingdom 3 weeks ago
Gillingham, England, United Kingdom 3 days ago
Financial Controller up to £60k benefits - Dorchester
Dorchester, England, United Kingdom 2 weeks ago
Business Development Manager (Asset Finance)
Somerset, England, United Kingdom 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr