Overview
Wealth Manager - Bradford role at HSBC.
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 and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth clients.
Responsibilities
* Manage and support a portfolio of high value premier customers
* Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality
* Conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients
* Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners
* Deliver needs-based solutions through effective communication and influencing
* Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business
Qualifications
* Hold role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements - essential
* Currently hold CAS status is desired.
* Previous experience providing holistic financial advice on a wide range of products and services.
* Have previously worked as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role.
* Experience working in relevant environments (retail banking, relationship management, front office)
Diversity and Inclusion
Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces — no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
Accommodation
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:
Email: hsbc.recruitment@hsbc.com
Telephone: +44 207 832 8500
Details
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Other
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