Current jobs related to Wealth Management Specialist - Fareham, Hampshire - HSBC

  • Wealth Controls Specialist

    3 weeks ago

    Fareham, Hampshire, United Kingdom HSBC Full time

    Unlock Your Potential as a Wealth Controls ManagerAre you a detail-oriented professional with a passion for financial markets and asset management? Do you have a strong analytical mindset and excellent problem-solving skills? If so, we invite you to explore the exciting opportunity of a Wealth Controls Manager role at HSBC.About the RoleAs a Wealth Controls...

  • Wealth Management Specialist

    1 week ago

    Fareham, Hampshire, United Kingdom HSBC Full time

    About the RoleThe Wealth Controls Manager is a key position within the HSBC Asset Management team, responsible for ensuring the quality and performance of investment accounts and funds. This role requires strong analytical and problem-solving skills, as well as the ability to work collaboratively with cross-functional teams.Key ResponsibilitiesOversee and...

  • Wealth Controls Specialist

    1 month ago

    Fareham, Hampshire, United Kingdom HSBC Full time

    Job Title: Wealth Controls ManagerHSBC is seeking a highly skilled Wealth Controls Manager to join our team in Whiteley, Hampshire. As a key member of our Asset Management team, you will be responsible for independently supervising and monitoring the quality of our investment accounts/funds to ensure performance and quality.Key Responsibilities:Oversee and...

  • Wealth Controls Specialist

    1 month ago

    Fareham, Hampshire, United Kingdom HSBC Full time

    Job Title: Wealth Controls ManagerHSBC is seeking a highly skilled Wealth Controls Manager to join our team in Whiteley, Hampshire. As a key member of our Asset Management team, you will be responsible for independently supervising and monitoring the quality of our investment accounts/funds to ensure performance and quality.Key Responsibilities:Oversee and...

  • Wealth Controls Specialist

    4 days ago

    Fareham, Hampshire, United Kingdom HSBC Full time

    Role OverviewAs a Wealth Controls Manager at HSBC, you will play a critical role in ensuring the quality and performance of Asset Management's investment accounts and funds. Your primary responsibility will be to supervise and monitor the quality of these accounts, ensuring they meet the required standards for client benefit.As part of the risk and controls...

  • Wealth Controls Specialist

    2 weeks ago

    Fareham, Hampshire, United Kingdom HSBC Full time

    Role OverviewThe Wealth Controls Manager is a critical role within HSBC Asset Management, responsible for ensuring the quality and performance of investment accounts and funds. This position requires a strong understanding of financial markets and asset types, as well as excellent analytical and problem-solving skills.Key ResponsibilitiesOversee and ensure...

  • Wealth Management Administrator Position

    6 days ago

    Fareham, Hampshire, United Kingdom Michael Page Finance Full time

    **Michael Page Finance** is seeking a skilled Wealth Management Administrator to join their team in Whiteley.The ideal candidate will have a strong understanding of the firm's core values and be able to provide exceptional service to clients.Onboard new clients efficiently and effectivelyBuild strong relationships with customers, advisers, and...

  • Client Planning Specialist

    2 weeks ago

    Fareham, Hampshire, United Kingdom Atomos Investments Limited Full time

    About the RoleWe're a growing wealth management firm that believes in delivering exceptional client service. If you're a self-motivated individual looking to grow with our company, we'd love to hear from you.As a Client Planning Specialist, you'll be joining our Hub team in Fareham, where no two days will be the same. You'll support our Financial Planners,...

  • Financial Planning Specialist

    4 weeks ago

    Fareham, Hampshire, United Kingdom Recruit UK Full time

    Paraplanning Role in WhiteleyWe are working with a leading private wealth management company in Whiteley to find a skilled Paraplanner to join their team.This is an excellent opportunity for a motivated individual to work with a dynamic and innovative company that advises on over 3 billion of client assets.Key Responsibilities:Develop and implement cashflow...

  • Financial Planning Specialist

    4 weeks ago

    Fareham, Hampshire, United Kingdom Recruit UK Full time

    Paraplanning Role in WhiteleyWe are working with a leading private wealth management company in Whiteley to find a skilled Paraplanner to join their team.This is an excellent opportunity for a motivated individual to work with a dynamic and innovative company that advises on over 3 billion of client assets.Key Responsibilities:Develop and implement cashflow...

  • Financial Planning Specialist

    3 weeks ago

    Fareham, Hampshire, United Kingdom Recruit UK Full time

    Paraplanning Role in WhiteleyWe are working with a leading private wealth management company in Whiteley to find a skilled Paraplanner to join their team.This is an excellent opportunity for a motivated individual to work with a dynamic and innovative company that advises on over 3 billion of client assets.Key Responsibilities:Run cash flow models and tax...

  • Financial Planning Specialist

    3 weeks ago

    Fareham, Hampshire, United Kingdom Recruit UK Full time

    Paraplanning Role in WhiteleyWe are working with a leading private wealth management company in Whiteley to find a skilled Paraplanner to join their team.This is an excellent opportunity for a motivated individual to work with a dynamic and innovative company that advises on over 3 billion of client assets.Key Responsibilities:Run cash flow models and tax...

  • Customer Service Representative

    3 weeks ago

    Fareham, Hampshire, United Kingdom atomos Full time

    About UsWe're a dynamic wealth management firm dedicated to delivering exceptional client service. Our team is passionate about building strong relationships and providing tailored support to our clients.Job SummaryWe're seeking a highly motivated and organized individual to join our Client and Adviser Support team as a Customer Service Advisor/ Data Entry...

  • Global Distribution Project Manager

    3 weeks ago

    Fareham, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Title: Global Distribution Project ManagerYour new company is a global leader in their specialist field, operating at scale in a sector that has a significant positive impact on their customers' lives.About the RoleThis is a dynamic organisation that requires a skilled Project Manager to deliver a project within the Global Distribution function. The role...

  • Global Distribution Project Manager

    3 weeks ago

    Fareham, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Title: Global Distribution Project ManagerYour new company is a global leader in their specialist field, operating at scale in a sector that has a significant positive impact on their customers' lives.About the RoleThis is a dynamic organisation that requires a skilled Project Manager to deliver a project within the Global Distribution function. The role...

  • Quality Assurance Specialist

    1 month ago

    Fareham, Hampshire, United Kingdom mbf. Full time

    Quality Assurance AssociateAre you a detail-oriented and proactive Quality Assurance professional looking to advance your career in the financial services industry? We have an exciting opportunity for a Quality Assurance Associate to join our dynamic and growing team at mbf.This role offers hybrid working arrangements, giving you the flexibility to balance...

  • Quality Assurance Specialist

    1 month ago

    Fareham, Hampshire, United Kingdom mbf. Full time

    Quality Assurance AssociateAre you a detail-oriented and proactive Quality Assurance professional looking to advance your career in the financial services industry? We have an exciting opportunity for a Quality Assurance Associate to join our dynamic and growing team at mbf.This role offers hybrid working arrangements, giving you the flexibility to balance...

  • Global Distribution Project Manager

    2 weeks ago

    Fareham, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Your new company is a global leader in their specialist field.This is a dynamic organisation that operates at scale, in a sector that has a significant positive impact on their customers' lives.Your new role is to deliver a Project within the Global Distribution function, initially a 9 month Fixed Term Contract.To succeed, you will have a demonstrable track...

  • Global Distribution Project Manager

    3 weeks ago

    Fareham, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Project Manager - Global DistributionYour new company is a global leader in their specialist field, operating at scale in a sector that has a significant positive impact on their customers' lives.About the RoleThis is a dynamic organisation that requires a skilled Project Manager to deliver a project within the Global Distribution function. The role is...

  • Global Distribution Project Manager

    3 weeks ago

    Fareham, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Project Manager - Global DistributionYour new company is a global leader in their specialist field, operating at scale in a sector that has a significant positive impact on their customers' lives.About the RoleThis is a dynamic organisation that requires a skilled Project Manager to deliver a project within the Global Distribution function. The role is...

Wealth Management Specialist

2 months ago

Fareham, Hampshire, United Kingdom HSBC Full time
Job Description

Job Summary: We are seeking a highly skilled Wealth Controls Manager to join our team at HSBC. As a key member of our Portfolio Management team, you will be responsible for overseeing and ensuring the quality of our investment accounts and funds.

Key Responsibilities:

  • Independently supervise and monitor the quality of Asset Management's investment accounts/funds to ensure performance and quality.
  • Provide robust exceptions reporting data to the Discretionary Portfolio Implementation Team and proactively identify and resolve issues.
  • Oversee and ensure that Operational risks are managed in accordance with the Group Standards Manual, Risk FIM, and relevant guidelines and standards.
  • Continuously reassess risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology.
  • Ensure all actions take account of the likelihood of operational risk occurring, addressing areas of concern in conjunction with Risk and relevant line colleagues.
  • Ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation.
  • Daily assessment to prevent errors and where they do occur, rectify them rapidly.

Requirements:

  • A strong awareness of Financial Markets and Asset types.
  • Strong numerical reasoning skills.
  • Ability to work with large data sets and accurately analyse and manipulate data.
  • A curiosity for bringing AI into working practices.
  • Good Microsoft Office skills, including advanced Excel skills and the ability to utilise VBA/SQL.
  • The ability to work accurately under pressure whilst maintaining close attention to detail.
  • A self-starter with proven ability to work collaboratively within a team and who can influence and motivate people around them and the wider business.
  • Deliver ongoing improvement with process-driven solutions.
  • Good planning, problem-solving, and organisational skills.
  • Ability to foster strong relationships across teams and functions.

Location: This role is based in Whiteley, Hampshire.