Wealth Manager

4 weeks ago

Bradford, Bradford, United Kingdom HSBC Full time

Job description

The opportunity: HSBC Wealth Manager

At HSBC, we're a trusted international organisation with a sophisticated, global customer base. What does this mean for you? It means we like a challenge, we're competitive, and we're always looking for the best ways to innovate in our space and put our customers first. It also means we're a total package bank with a culture that drives diversity, equality and inclusion, where everyone can be themselves.

What will I get to do as a Wealth Manager at HSBC?

Whether you're creating connections with customers or colleagues, Wealth Management is genuinely 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, help them grow, manage and preserve their wealth, and provide a professional service in a world of increasing complexity.

Here's what else you'll be able to do in this role:

  • 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 your future, saving for a new home, planning for retirement or protecting their family for every eventuality
  • Conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients
  • Advise on a full range of products and services that include both 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 potential impacts and identify possible 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, safely grow the HSBC Wealth and Personal Banking business, and move the needle on their careers.

Do you like a challenge? Are you competitive and base your success on performance? Do you have a growth mindset and a drive for reward? Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships? Do you use the many resources and the diverse, talented co-workers around you to help answer the hard questionsIf you answered yes to any of these questions, we want to meet you

Requirements

What we'll give you:

  • Growth - Opportunity for personal development and progression, new clients, a robust and supportive network of colleagues, new products, and new opportunities to learn and sell on our Wealth Management team
  • Security in the form of flex benefits, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care
  • Stepping stone to work internationally - this can be your place to start and branch out to anywhere we have offices around the world
  • Full training in HSBC products and services with ongoing coaching throughout your career and dedicated admin support
  • An opportunity to contribute to the ongoing success of the business, by being an inclusive team member with the prospect to be involved in multiple initiatives to make a difference
  • Client expectations are changing, some wish to be seen in our branches, their homes or virtually, this allows us to bring hybrid working to life for our teams
  • The support you need to fulfil your potential including financial support to complete your Chartered qualification

What you'll give us:

  • Hold role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements
  • Knowledge of and willingness to learn more about financial planning and wealth products
  • Understanding of customers' needs and delivering excellent customer service
  • Flexible, adaptable approach to change and will support others to respond in a similar way
  • Experience working in relevant environments (wealth management, retail banking, relationship management, front office)

Who are we?

If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top-or simply take you in an exciting new direction-we offer opportunities, support, and rewards that will take you further.

You'll achieve more when you join HSBC.

HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk:

Email:

Telephone:

Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

Apply

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