Wealth Management Professional

3 weeks ago


Truro, Cornwall, United Kingdom HSBC Full time

Unlock Your Potential as a Wealth Manager at HSBC


Are you looking for a career that will help you stand out? Do you want to work with a global leader in the financial services industry? At HSBC, we offer opportunities, support, and rewards that will take your career to the next level.


Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors, and entrepreneurs worldwide. We provide a wide range of products and services, including current accounts, credit cards, personal loans, and mortgages, as well as savings, investments, insurance, and wealth management.


What You'll Do as a Wealth Manager


As a Wealth Manager at HSBC, you'll have access to an impressive portfolio of wealth customers, growth potential, career progression, and the 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



  1. Manage and support a portfolio of high-value premier customers.
  2. Act as a trusted adviser to our new and existing customers, providing holistic financial advice and supporting them through key life events.
  3. Conduct in-depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service.
  4. Advise on a full range of products and services, including HSBC manufactured products and those provided by external partners.
  5. Deliver needs-based solutions through effective communication and influencing.
  6. Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business.

Requirements


We're looking for people-oriented individuals who are looking to build their portfolios, safely grow the HSBC Wealth and Personal Banking business, and move the needle on their careers.


Do you like a challenge? Are you competitive and base your success on performance? Do you have a growth mindset and a drive for reward? Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships?


At HSBC, we offer a range of benefits, including growth opportunities, security, and the chance to work internationally. We'll provide you with full training in HSBC products and services, with ongoing coaching throughout your career and dedicated admin support.


What We're Looking For



  1. Hold role-relevant Level 4 qualifications (Dip CII, CISI, or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements.
  2. Currently hold CAS status is desired.
  3. Previous experience providing holistic financial advice on a wide range of products and services.
  4. Have previously worked as a Wealth Adviser, IFA, Financial Planning Manager, or in a similar role.
  5. 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 one of our roles and need adjustments made, please get in touch with our team.



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