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 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 environment that values authentic connections and relationships. You’ll support all aspects of a customer’s financial life, helping them grow, manage, and preserve their wealth, and provide professional service in a complex world.
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, planning for retirement, or protecting their family.
3. Conduct in-depth reviews to identify personal and financial needs, delivering tailored wealth management and financial planning services.
4. Advise on a range of products, including those from external partners.
5. Deliver needs-based solutions through effective communication and influence.
6. Continuously gather information to assess impacts, risks, and opportunities for the business.
What does it take to succeed?
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 relationships, we want to meet you!
What we offer
* Growth opportunities, personal development, new clients, and a supportive network.
* Security benefits including pension, life insurance, employee discounts, share options, bonuses, and medical care.
* International opportunities to work across HSBC’s global offices.
* Comprehensive training, ongoing coaching, and dedicated support.
* Participation in initiatives that make a difference and contribute to business success.
What you’ll need
* Level 4 qualifications (Dip CII, CISI, or equivalent) and current Statement of Professional Standing.
* CAS status is desirable.
* Experience providing holistic financial advice across a wide range of products and services.
* Previous roles as a Wealth Adviser, IFA, Financial Planning Manager, or similar.
* Experience in retail banking, relationship management, or front-office environments.
We value diversity and inclusion and are committed to creating accessible workplaces. If you require accommodations during recruitment, please contact our Recruitment Helpdesk at hsbc.recruitmenthsbc or +44 207 832 8500.
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