Area Wealth Lead

3 weeks ago

Oxford, Oxfordshire, United Kingdom HSBC Global Services Limited Full time

Wealth Management at HSBC


Our Wealth Management teams provide a range of services to HSBC customers, supporting key life events, such as saving for university fees, buying a new home to retirement; whilst protecting their family and interests for every eventuality, providing confidence and reassurance.


As an Area Wealth Manager, you will implement the Wealth strategy and achieve the business objectives. To lead and build the HSBC customer first culture by providing coaching, mentorship, technical expertise and regulatory supervision to a team of Wealth Managers and Analysts.


Your responsibilities will include:



  • Being accountable for the team's compliance, sales quality, and Professional Standards, acting as the first line of defence to deliver principled business standards in line with all regulatory requirements.
  • To influence Partners to maximise Wealth opportunities, with customers being serviced by appropriate advisors in line with the Bank's strategy.
  • To manage performance, give timely, specific corrective feedback to improve poor performance and motivational feedback to recognise good performance; assessing the strengths and development needs of others and plan development activities and gain dedication to change.
  • Delivering needs-based solutions seeing opportunities and being able to support the time in delivery holistic financial planning for the needs of the clients.
  • Manage collaborators – develop and maintain effective relationships with both team members and stakeholders outside of team.

To be successful in this role you should meet the following requirements:



  • You must be QCF Level 4 qualified with an appropriate qualification that allows advice giving (FCA Activity 4).
  • Candidates must currently be holding Competent Adviser Status (CAS) under onshore UK FCA jurisdiction (i.e. does not include the Channel Islands and Isle of Man) at the point of entering role. If you are currently a Competent Supervisor, you must previously have held Competent Adviser Status (CAS) with the last 5 years and have an unbroken record of assessment and CPD (to maintain that competency).
  • Be able to demonstrate external market awareness to keep up to date with changes in the market conditions, to ensure effective conversations with their team and both internal and external customers in developing and maintaining business Standards.
  • Require an understanding of conduct risks and HSBC business standards, allowing you to successfully attain and maintain Professional Standards.
  • Have expert knowledge in holistic financial planning and wealth products.
  • Be able to encourage others to value the customer and deliver a high quality of service.
  • Understand the Wealth & Premier proposition both in terms of servicing and products, and ensures the principles are applied consistently by the team when delivering needs-based solutions.

At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.

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