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Wealth Director - Dorset Area
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 who support customers with bespoke requirements, including high net worth and ultra-high-net-worth clients.
What will I do as a Wealth Director at HSBC?
Wealth Management is a relationship-based service. As a Wealth Director, you'll have access to an impressive portfolio of wealth customers, growth potential, career progression, and the opportunity to bring your authentic self to a team that prides itself on making connections and building relationships. You'll support every aspect of a customer's financial life, help them grow, manage, and preserve their wealth, and provide a professional service in a complex world.
Key responsibilities include:
* Supporting a portfolio of high-value Premier customers with between £750K and £1 million+
* Acting as a trusted adviser, providing holistic financial advice, and supporting customers through key life events such as investing for the future, saving for a home, planning for retirement, or protecting their family.
* 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 offerings and external partners.
* Delivering needs-based solutions through effective communication and influencing skills.
* Monitoring information to assess impacts, risks, and opportunities.
What we offer:
* Opportunities for personal development, new clients, and career progression within Wealth Management.
* Security benefits such as flex benefits, pension, life insurance, employee discounts, share options, bonuses, and private medical care.
* Potential to work internationally, with opportunities to branch out globally.
* Full training on HSBC products and ongoing coaching, with dedicated support.
* The chance to contribute to business success and be involved in initiatives to make a difference.
Candidate requirements:
* Relevant Level 4 qualifications (Dip CII, CISI, or equivalent) and current Statement of Professional Standing.
* CAS status (desired).
* Experience providing holistic financial advice across a range of products.
* Experience working with high net worth clients as a Wealth Adviser, IFA, or similar role.
* Experience in retail banking, relationship management, or front office environments.
This role is based in the Dorset Area.
We value diversity and inclusion at HSBC. We are committed to creating an accessible environment and encourage candidates requiring accommodations to contact our Recruitment Helpdesk at hsbc.recruitment@hsbc or +44 207 832 8500.
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