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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 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 an opportunity to bring your authentic self to a team that values connections and relationships. You'll support all aspects of a customer's financial life, helping them grow, manage, and preserve their wealth while providing professional service in a complex environment.
Additional responsibilities include:
* Supporting a portfolio of high-value Premier customers with between £750K and £1.5M alongside the Premier Relationship Director.
* Acting as a trusted adviser, providing holistic financial advice, and supporting customers through key life events such as investing, saving for a home, retirement planning, or family protection.
* Conducting in-depth reviews to identify customers' personal and financial needs and delivering tailored wealth management and financial planning services.
* Advising on a full range of products, including HSBC offerings and external partners.
* Delivering needs-based solutions through effective communication and influence.
* Monitoring information to assess impacts, risks, and opportunities for the business.
What we offer:
* Growth opportunities through personal development, new clients, a supportive team, and new products.
* Security benefits such as flexible benefits, pension, life insurance, employee discounts, share options, bonuses, and medical care.
* Opportunities to work internationally within HSBC’s global offices.
* Comprehensive training on HSBC products and ongoing coaching with support from analysts.
* The chance to contribute to business success and be involved in initiatives promoting inclusion and impact.
* Support to help you fulfill your potential.
Qualifications and experience required:
* Relevant Level 4 qualifications (Dip CII, CISI, or equivalent QCF RDR level 4) and current Statement of Professional Standing – Essential.
* CAS status preferred.
* Commitment to achieving Chartered Status (Level 6), with HSBC funding available.
* Experience providing holistic financial advice across a range of products and services.
* Previous work with high net worth clients as a Wealth Adviser, IFA, Financial Planning Manager, or similar role.
* Experience in retail banking, relationship management, or front-office environments.
This role is based in the Dorset Area.
At HSBC, we value diversity and inclusion, creating workplaces that respect gender, ethnicity, disability, religion, sexual orientation, and age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone.
If you need accommodations or changes during the recruitment process, please contact our Recruitment Helpdesk.
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