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Some careers shine brighter than others.
If you’re looking for a career that will help you stand out, join HSBC and fulfill 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 including current accounts, credit cards, personal loans, mortgages, savings, investments, insurance, and wealth management. We also have specialized relationship managers supporting 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 values connections and relationships. You’ll support every aspect of a customer’s financial life, helping them grow, manage, and preserve their wealth, and provide a professional service in a complex world.
In this role, you will:
1. Manage and support a portfolio of high-value premier customers
2. Act as a trusted adviser, providing holistic financial advice and supporting customers through key life events such as investing, saving for a home, retirement planning, or family protection
3. Conduct in-depth reviews to identify personal and financial needs, delivering tailored wealth management and financial planning services
4. Advise on products and services from HSBC and external partners
5. Deliver needs-based solutions through effective communication and influencing skills
6. Continuously monitor and gather information to assess potential impacts, risks, and opportunities
What does it take to be successful as a Wealth Manager?
Successful candidates are people-oriented individuals eager to build portfolios, grow HSBC’s Wealth and Personal Banking business, and advance their careers. If you enjoy challenges, are competitive, have a growth mindset, and value building lasting relationships, we want to meet you!
What we’ll give you:
* Opportunities for personal development, new clients, a supportive network, and career growth in Wealth Management
* Security benefits including flex benefits, pension, life insurance, employee discounts, share options, bonuses, and private medical care
* International opportunities to work globally
* Full training on HSBC products and ongoing coaching, with dedicated admin support
* The chance to contribute to business success through inclusivity and multiple initiatives
* The support to fulfill your potential
What you’ll give us:
* 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
* Previous roles as a Wealth Adviser, IFA, Financial Planning Manager, or similar
* Experience in retail banking, relationship management, or front office environments
We are committed to creating diverse and inclusive workplaces. We support candidates with disabilities, long-term conditions, or neurodivergence, and will offer accommodations during the recruitment process. For assistance, contact our Recruitment Helpdesk.
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