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Area wealth management leader

York (North Yorkshire)
HSBC
Wealth manager
Posted: 27 April
Offer description

A leading financial services institution is seeking an Area Wealth Director to drive the Wealth strategy and lead a team of Wealth Managers and Analysts. This role focuses on compliance, enhancing customer service, and delivering holistic financial planning to meet client needs. Candidates must hold a QCF Level 4 qualification, possess Competent Adviser Status, and demonstrate expertise in wealth products. A commitment to diversity and inclusion is essential in this position.
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