HNW Wealth Advisor

4 weeks ago

London, Greater London, United Kingdom HSBC Global Services Limited Full time

Unlock Your Potential with HSBC Global Services Limited

Are you ready to take your career to the next level? As a High Net Worth Wealth Manager at HSBC Global Services Limited, you'll have the opportunity to work with a diverse portfolio of high-value customers and provide personalized financial advice to help them achieve their goals.

What You'll Get to Do:

  • Work closely with Premier Relationship Directors to support a portfolio of high-value Premier customers.
  • Act as a trusted adviser to customers, providing holistic financial advice and supporting them through key life events.
  • Conduct in-depth reviews to identify customers' personal and financial needs and deliver tailored wealth management and financial planning services.
  • Advise on a range of products and services, including 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'll Give You:

  • Growth opportunities for personal development and progression.
  • Security in the form of flexible benefits, a non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care.
  • Stepping stones to work internationally, with opportunities to start and branch out to anywhere HSBC Global Services Limited has offices.
  • Full training in HSBC products and services, with ongoing coaching throughout your career and dedicated Analyst support.
  • An opportunity to contribute to the ongoing success of the business by being an inclusive team member and being involved in multiple initiatives to make a difference.
  • The support you need to fulfill your potential.

What We're Looking For:

  • Hold a role-relevant Level 4 qualification (Dip CII, CISI, or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements.
  • 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.
  • 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).

This Role is Based in a Global Environment

At HSBC Global Services Limited, we're dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone, regardless of their gender, ethnicity, disability, religion, sexual orientation, or age. We take pride in being part of the Disability Confident Scheme, ensuring fair interviews for individuals with disabilities, long-term health conditions, or neurodiversity.

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