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Client:
HSBC Global Services Limited
Location:
Trowbridge, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
9c2e57aa8cea
Job Views:
7
Posted:
29.06.2025
Expiry Date:
13.08.2025
Job Description:
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 that include current accounts, credit cards, personal loans, mortgages, savings, investments, insurance, and wealth management. We also have specialized relationship managers supporting high net worth and ultra-high-net-worth customers.
What will I get to do as a Wealth Manager at HSBC?
As a Wealth Manager, you’ll support every aspect of a customer’s financial life, help them grow, manage, and preserve their wealth, and provide professional service in a complex environment. Your responsibilities include:
* Managing and supporting a portfolio of high-value premier customers.
* Acting as a trusted adviser, providing holistic financial advice, and supporting customers through key life events such as investing, saving, retirement planning, and family protection.
* Conducting in-depth reviews to identify personal and financial needs and delivering tailored wealth management and financial planning services.
* Advising on a range of products, including HSBC and external partner offerings.
* Delivering needs-based solutions through effective communication and influencing.
* Monitoring information to assess risks and opportunities for the business.
What does it take to be successful as a Wealth Manager?
We seek 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 meaningful relationships, we want to meet you!
What we’ll give you:
* Opportunities for personal development, new clients, and career progression.
* Security benefits including pension, life insurance, employee discounts, bonuses, and medical care.
* Potential for international work experience.
* Comprehensive training and ongoing coaching.
* The chance to contribute to business success and be part of an inclusive team.
What you’ll give us:
* Relevant Level 4 qualifications (Dip CII, CISI, or equivalent).
* Current CAS status (desired).
* Experience providing holistic financial advice across 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 diversity and inclusion and will offer interviews to candidates with disabilities or neurodivergence who meet the minimum criteria. If you require accommodations during the recruitment process, please contact our Recruitment Helpdesk.
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