Social network you want to login/join with:
Join HSBC and Fulfil Your Potential
If you’re looking for a career that will help you stand out, join HSBC. Whether you aim for a top-tier career or an exciting new direction, HSBC offers opportunities, support, and rewards to take you further.
Our Wealth and Personal Banking business supports millions worldwide, providing products and services such as current accounts, credit cards, personal loans, mortgages, savings, investments, insurance, and wealth management. We also have specialised relationship managers for high net worth clients.
What Will I Do as a Wealth Manager?
Wealth Management is relationship-based. As a Wealth Manager, you'll access an impressive portfolio of clients, grow your career, and build authentic relationships. You will support customers' financial lives, helping them grow, manage, and preserve their wealth, while providing professional service in a complex world.
Key responsibilities include:
1. Manage and support a portfolio of high-value premier customers
2. Act as a trusted adviser, offering holistic financial advice during key life events
3. Conduct in-depth reviews to identify customer needs and deliver tailored wealth management services
4. Advise on a range of products, including HSBC offerings and external partners
5. Deliver solutions through effective communication and influence
6. Monitor information to assess risks and opportunities
What Does It Take to Be Successful?
People-oriented individuals eager to build portfolios, grow HSBC's Wealth and Personal Banking business, and advance their careers. If you enjoy challenges, are competitive, have a growth mindset, and value relationships, we want to meet you!
What We Offer
• Growth opportunities, including personal development, new clients, and learning resources
• Security benefits like pension, insurance, employee discounts, bonuses, and medical care
• International career steppingstones
• Full training, ongoing coaching, and admin support
• Opportunities to contribute to business success and participate in initiatives
• Support to fulfil your potential
What You Need to Bring
• Relevant Level 4 qualifications (Dip CII, CISI, or equivalent) and current Statement of Professional Standing
• CAS status is desired
• Experience providing holistic financial advice across products and services
• Previous roles as a Wealth Adviser, IFA, Financial Planning Manager, or similar
• Experience in retail banking, relationship management, or front office environments
Diversity and Inclusion
HSBC is committed to creating inclusive workplaces. We are a Disability Confident Leader and will offer interviews to qualified candidates with disabilities or neurodivergence. For accommodations during recruitment, contact our Recruitment Helpdesk.
#J-18808-Ljbffr