Area of Interest: Branch and Retail Banking
Location: Edinburgh, GB, EH2 1EL
Work style: Office Worker
Date: 10 Apr 2025
Join HSBC as a Wealth Manager
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. We offer opportunities, support, and rewards to help you advance your career.
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 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 manage a portfolio of wealth customers, support their financial needs, and build lasting relationships. Your responsibilities include:
1. Managing and supporting a portfolio of high-value premier customers.
2. Providing holistic financial advice on various life events such as investing, saving, retirement planning, and family protection.
3. Conducting in-depth reviews to identify customer needs and delivering tailored wealth management services.
4. Advising on a range of products, including HSBC products and those from external partners.
5. Delivering needs-based solutions through effective communication and influence.
6. Monitoring information to assess risks and opportunities for the business.
What does it take to be successful?
We seek people-oriented individuals eager to grow their portfolios and careers, who enjoy challenges, performance-driven, and collaborative. If you thrive on creating meaningful connections, 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, share options, bonuses, and private medical care.
* International opportunities to work abroad.
* Full training on HSBC products, ongoing coaching, and admin support.
* The chance to contribute to business success through inclusivity and initiatives.
What you’ll give us
* Relevant Level 4 qualifications (Dip CII, CISI, or equivalent) and current Statement of Professional Standing.
* CAS status is desired.
* Experience providing holistic financial advice across a 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. We welcome candidates with disabilities, long-term conditions, or neurodivergence for interviews if they meet minimum role criteria. For accommodations during recruitment, contact our Recruitment Helpdesk.
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