Social network you want to login/join with:
Wealth Manager - Kingston upon Thames, Kingston upon Thames
col-narrow-left
Client:
HSBC
Location:
Kingston upon Thames, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
col-narrow-right
Job Reference:
ccdea8b1b4de
Job Views:
5
Posted:
12.08.2025
Expiry Date:
26.09.2025
col-wide
Job Description:
Wealth Manager - Kingston upon Thames
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 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 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 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, helping them grow, manage, and preserve their wealth, and provide a professional service in a world of increasing complexity.
Responsibilities include:
* Managing and supporting a portfolio of high-value premier customers
* Acting as a trusted adviser to clients, providing holistic financial advice and supporting them through key life events
* Conducting in-depth reviews to identify personal and financial needs
* Advising on a range of products and services from HSBC and external partners
* Delivering needs-based solutions through effective communication and influencing
* Monitoring information to assess impacts, risks, and opportunities
What does it take to be successful?
People-oriented individuals looking to build their portfolios, grow the HSBC Wealth and Personal Banking business, and advance their careers. Candidates should enjoy challenges, be competitive, have a growth mindset, and value building lasting relationships.
What we'll give you:
* Opportunities for personal development and progression
* Security benefits including pension, life insurance, employee discounts, bonuses, and medical care
* International career steppingstone
* Full training and ongoing coaching
* Involvement in initiatives to make a difference
What you'll give us:
* Role relevant Level 4 qualifications (Dip CII, CISI, or equivalent)
* Current CAS status (desired)
* Experience providing holistic financial advice
* Previous experience as a Wealth Adviser, IFA, or Financial Planning Manager
HSBC is committed to diversity and inclusion. We welcome applicants from all backgrounds and are dedicated to removing barriers in our recruitment process. For accommodations, contact our Recruitment Helpdesk at hsbc.recruitment@hsbc or +44 207 832 8500. Job ID 7225
#J-18808-Ljbffr