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Wealth Management Professional

1 month ago

Truro, Cornwall, United Kingdom HSBC Full time
Unlock Your Potential as a Wealth Manager at HSBC

Are you a people-oriented individual looking to build your portfolio and grow the HSBC Wealth and Personal Banking business? Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships?

We're seeking a Wealth Manager to join our team, someone who is competitive, driven, and passionate about delivering exceptional customer 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.

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 (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)

We're committed to creating diverse and inclusive workplaces, and our recruitment processes are accessible to everyone. If you'd like to apply for this role and need adjustments made, please get in touch with our team.