Wealth Opportunities Specialist

14 hours ago


Poole, Poole, United Kingdom HSBC Full time

Are you looking to excel in a career that offers personal growth and financial rewards?

We at HSBC are seeking an experienced Wealth Opportunities Specialist to join our team. As a key player in our Wealth and Personal Banking business, you will have the opportunity to support high net worth individuals and entrepreneurs worldwide.

With access to an impressive portfolio of wealth customers, you will be able to create meaningful connections and build lasting relationships. You will provide holistic financial advice and support clients through key life events such as investing for their future, saving for a new home, planning for retirement, or protecting their family for every eventuality.

In this role, you will also conduct in-depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service.

A competitive salary of $120,000 per year is offered for this position, along with benefits including a non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care.



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