Elite Wealth Strategist for High Net Worth Clients

3 days ago

Worcester, Worcestershire, United Kingdom HSBC Global Services Limited Full time

Unlock Your Potential in a Rewarding Career

We are seeking an Elite Wealth Strategist to join our team at HSBC Global Services Limited, providing exceptional wealth management services to high net worth clients. As a key member of our team, you will have the opportunity to develop your skills and advance your career in a dynamic and supportive environment.

About the Role:

  • You will work closely with our Premier Relationship Director to support a portfolio of high-value Premier customers, providing holistic financial advice and guidance on their investments, savings, and other financial matters.
  • Your role will involve conducting in-depth reviews of customers' personal and financial needs, delivering tailored wealth management and financial planning services to meet their goals and objectives.
  • You will also advise on a range of products and services, including those manufactured by HSBC and provided by external partners, to help our clients achieve their financial aspirations.
  • Continuous monitoring and gathering information will be crucial to assess potential impacts and identify possible risks and opportunities for the business.

About You:

  • Hold 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 - Desired
  • Commitment to achieve Chartered Status (Level 6) (HSBC funding will be available)
  • Previous experience providing holistic financial advice on a wide range of products and services is essential.
  • Have previously worked with high net worth clients as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role.
  • Experience working in relevant environments (retail banking, relationship management, front office)

The Package:

  • A competitive salary of £70,000 per annum, reflecting the challenging nature of the role and the value we place on your expertise
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • An attractive benefits package, including flex benefits, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care
  • Opportunities for international career progression and relocation to various locations around the world

Location:

This role is based in the Bromsgrove & Worcester Area, offering easy access to major transport links and amenities.

At HSBC, we are committed to creating diverse and inclusive workplaces that welcome people from all backgrounds. Our recruitment processes are accessible to everyone, regardless of gender, ethnicity, disability, religion, sexual orientation, or age.

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