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Wealth Manager - Chichester
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 individuals.
What will I get to 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 professional service in a complex world.
* 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 the future, saving for a new home, planning for retirement, or protecting their family
* Conduct in-depth reviews to identify personal and financial needs of customers and deliver tailored wealth management and financial planning services
* Advise on a full range of products and services, including 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 impacts, risks, and opportunities for the business
What does it take to be successful as a Wealth Manager?
People-oriented individuals looking to build their portfolios, grow HSBC's Wealth and Personal Banking business safely, and advance their careers.
Do you like a challenge? Are you competitive and success-driven? Do you have a growth mindset and a drive for rewards? Do you enjoy creating meaningful connections with colleagues and clients? Do you utilize available resources and talent to solve hard questions?
If you answered yes to any of these, we want to meet you!
What we'll give you:
* Growth opportunities for personal development, new clients, and career progression
* Security benefits including flex benefits, pension, life insurance, employee discounts, share options, bonuses, and medical care
* Opportunities to work internationally
* Full training on HSBC products and ongoing coaching
* Involvement in initiatives to make a difference
* The support to fulfill your potential
What you'll give us:
* Relevant Level 4 qualifications (Dip CII, CISI, or equivalent) and current Statement of Professional Standing
* CAS status (desired)
* Experience providing holistic financial advice on a wide range of products
* Experience as a Wealth Adviser, IFA, Financial Planning Manager, or similar
* Experience in retail banking, relationship management, or front office environments
We are committed to creating diverse and inclusive workplaces. We welcome applicants with disabilities or neurodivergence and will offer accommodations during the recruitment process. For assistance, contact our Recruitment Helpdesk at hsbc.recruitment@hsbc or +44 207 832 8500.
Job ID 6376
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