Wealth Management Professional

5 days ago

Aberdeen, Aberdeen City, United Kingdom HSBC Full time
About the Role

We are seeking a highly skilled and experienced Wealth Manager to join our team at HSBC. As a Wealth Manager, you will be responsible for providing holistic financial advice and support to our high net worth customers.

Key Responsibilities
  • Manage and support a portfolio of high value premier customers
  • Act as a trusted adviser to our new and existing customers, providing financial advice and support through key life events
  • Conduct in-depth reviews to identify personal and financial needs of customers and deliver a tailored wealth management and financial planning service
  • Advise on a full range of products and services, including 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 We Offer
  • Growth opportunities for personal development and progression
  • Security in the form of flexible benefits, financial support for relocation, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care
  • Stepping stone to work internationally, with opportunities 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
  • The support you need to fulfill your potential
Requirements
  • Hold role-relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements
  • Currently hold CAS status is desired
  • Previous experience providing holistic financial advice on a wide range of products and services
  • Have previously worked as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role
  • Experience working in relevant environments (retail banking, relationship management, front office)

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