Wealth Management Professional

4 weeks ago

Truro, Cornwall, United Kingdom HSBC Global Services Limited 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 have a growth mindset and a drive for reward? If so, we want to meet you.

As a Wealth Manager at HSBC, 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.

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 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 We Offer:

  • 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, financial support for relocation, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care
  • Steppingstone 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

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 - essential
  • 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)

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. If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk.

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