Wealth Management Professional

2 months ago


Poole, Poole, 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 managing and supporting a portfolio of high-value premier customers, providing holistic financial advice and supporting them through key life events.

Key Responsibilities
  • 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
  • Conduct in-depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service
  • Advise on a full range of products and services, including 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
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)
About HSBC

At HSBC, we are dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone, regardless of their gender, ethnicity, disability, religion, sexual orientation, or age. We take pride in being part of the Disability Confident Scheme, which helps ensure that our recruitment processes are fair and inclusive for all candidates.



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