Wealth Management Professional

4 weeks ago


Sutton Coldfield, Birmingham, United Kingdom HSBC Global Services Limited Full time
Unlock Your Potential as a Wealth Manager at HSBC

Are you a people-oriented individual looking to build your portfolio and grow the HSBC Wealth and Personal Banking business? Do you have a growth mindset and a drive for reward? If so, we want to meet you.

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

  • Manage and support a portfolio of high value premier customers
  • Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events
  • Conduct in-depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service
  • Advise on a full range of products and services that include both 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 Offer:

  • Growth - Opportunity for personal development and progression, new clients, a robust and supportive network of colleagues, new products, and new opportunities to learn and sell on our Wealth Management team
  • Security in the form of flex benefits, financial support for relocation, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care
  • Steppingstone to work internationally - this can be your place to start and branch out to anywhere we have offices around the world
  • Full training in HSBC products and services with ongoing coaching throughout your career and dedicated admin support
  • An opportunity to contribute to the ongoing success of the business, by being an inclusive team member with the prospect to be involved in multiple initiatives to make a difference

Requirements:

  • Hold role-relevant 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 is desired
  • Previous experience providing holistic financial advice on a wide range of products and services
  • Have previously worked as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role

At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.



  • Sutton Coldfield, Birmingham, United Kingdom HSBC Global Services Limited Full time

    About the RoleWe are seeking a skilled Wealth Manager to join our team at HSBC Global Services Limited. As a Wealth Manager, you will be responsible for managing and supporting a portfolio of high-value premier customers, providing holistic financial advice, and delivering a consistent and tailored wealth management and financial planning service.Key...


  • Sutton Coldfield, Birmingham, United Kingdom HSBC Global Services Limited Full time

    Unlock Your Potential as a Wealth Manager at HSBCAre you a people-oriented individual looking to build your portfolio and grow the HSBC Wealth and Personal Banking business? Do you have a growth mindset and a drive for reward? If so, we want to meet you.What You'll Get:Growth opportunities for personal development and progressionAccess to a robust and...

  • Wealth Manager

    4 weeks ago


    Sutton Coldfield, Birmingham, United Kingdom HSBC Global Services Limited Full time

    Wealth Manager Role at HSBC Global Services LimitedAre you looking for a challenging and rewarding career in wealth management? As a Wealth Manager at HSBC Global Services Limited, you will have the opportunity to work with high net worth individuals and families, providing them with tailored financial advice and solutions to help them achieve their...


  • Sutton Coldfield, Birmingham, United Kingdom HSBC Global Services Limited Full time

    Unlock your career potential as a Wealth Manager with HSBC Global Services Limited. With a competitive salary of £60,000 - £80,000 per annum, you'll be at the forefront of delivering exceptional wealth management services to our high net worth customers.About HSBC: As a global banking and financial services organisation, we pride ourselves on providing...


  • Sutton Coldfield, Birmingham, United Kingdom HSBC Global Services Limited Full time

    Wealth Manager Role OverviewAs a Wealth Manager at HSBC Global Services Limited, you will have the opportunity to work with a diverse portfolio of high-value customers, providing personalized financial advice and support to help them achieve their goals.Key ResponsibilitiesManage and support a portfolio of high-value premier customers, providing holistic...


  • Sutton Coldfield, Birmingham, United Kingdom HSBC Global Services Limited Full time

    Unlock Your Potential as a Wealth Manager at HSBCWe are seeking an experienced and skilled Wealth Manager to join our team in HSBC Global Services Limited. As a Wealth Manager, you will have the opportunity to work with high net worth individuals, providing holistic financial advice and supporting them in achieving their financial goals.Our Wealth Management...

  • Lodge Manager

    4 weeks ago


    Sutton Coldfield, Birmingham, United Kingdom Churchill Estates Management Ltd Full time

    About the roleChurchill Estates Management Ltd is seeking a highly skilled and experienced Lodge Manager to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service to our residents, ensuring their comfort and well-being.As a Lodge Manager, you will be the primary point of contact for residents, handling...


  • Sutton Coldfield, Birmingham, United Kingdom HSBC Global Services Limited Full time

    At HSBC Global Services Limited, we're committed to helping individuals and families achieve their financial goals.As a Wealth Manager, you'll play a key role in providing high-quality financial advice and support to our premier customers. With a focus on building strong relationships and delivering exceptional service, you'll work closely with customers to...


  • Sutton Coldfield, Birmingham, United Kingdom Pear recruitment Full time

    About the Role:Pear Recruitment is seeking a skilled Property Management Professional to join their dynamic team in Morden. This role offers an immediate start and provides the perfect platform for those eager to make a tangible impact in the property management industry.Key Responsibilities:Conducting property inspections to ensure high standards of...


  • Sutton Coldfield, Birmingham, United Kingdom Spicerhaart Full time

    OverviewWe are seeking a Property Management Professional to join our dynamic team at Spicerhaart Estate Agents in Sutton. This role offers an exciting opportunity for someone to deliver exceptional service to landlords and tenants across our extensive property portfolio.


  • Sutton Coldfield, Birmingham, United Kingdom Churchill Estates Management Ltd Full time

    About the roleChurchill Estates Management Ltd is seeking a highly skilled and experienced individual to fill the position of Lodge Manager. As a key member of our team, you will be responsible for providing exceptional customer service to our residents, ensuring the smooth day-to-day operation of the development, and maintaining a safe and secure...


  • Sutton Coldfield, Birmingham, United Kingdom Spicerhaart Full time

    Company OverviewSpicerhaart Estate Agents in Sutton is a dynamic and growth-oriented real estate company seeking a motivated Trainee Property Manager to join its team. As a property management professional, you will play a crucial role in delivering exceptional service to clients and driving business success.Salary and BenefitsThe successful candidate can...

  • Lodge Manager

    3 weeks ago


    Sutton Coldfield, Birmingham, United Kingdom Churchill Estates Management Ltd Full time

    ​About the roleChurchill Estates Management Ltd is seeking an experienced Lodge Manager to join their team. The ideal candidate will have a background in administration and customer service, with a passion for working with people. This varied and interesting role provides an excellent opportunity to make a positive difference every day to the lives of our...

  • Lodge Manager

    4 weeks ago


    Sutton Coldfield, Birmingham, United Kingdom Churchill Estates Management Ltd Full time

    About the roleChurchill Estates Management Ltd is seeking a highly skilled and experienced Lodge Manager to join our team. As a key member of our team, you will be responsible for providing exceptional customer service to our Home Owners, ensuring their needs are met and exceeded.You will be the trusted 'go-to' person on-site, liaising with a range of...


  • Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £30,000 - £45,000

    beBee Professionals is a leading recruitment agency based in Sutton Coldfield, and we are seeking a skilled Professional Recruiter to join our team. In this role, you will be responsible for managing the full recruitment process, from sourcing candidates to negotiating job offers.Key Responsibilities:Source and interview candidates for a variety of roles...


  • Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Ltd Full time

    New Business ProcessingOur client offers a bespoke wealth management service to high net worth individuals and businesses. We are seeking a skilled professional to process new business, including updating back-office systems and working with various provider platforms to ensure smooth operations.Death ClaimsThe successful candidate will be responsible for...

  • Sales Account Manager

    4 weeks ago


    Sutton Coldfield, Birmingham, United Kingdom Flannery Plant Full time

    About Flannery Plant Hire:We are a leading provider of plant hire services across the UK. With decades of experience in the industry, we offer an extensive fleet of modern, well-maintained equipment ranging from excavators to dump trucks, all backed by a commitment to safety, reliability, and exceptional customer service.We are seeking a dynamic and...


  • Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £60,000 - £80,000

    We are looking for a Senior Project Manager to join our team at beBee Professionals in Sutton Coldfield, United Kingdom. The ideal candidate will have experience leading complex projects and will be responsible for overseeing the planning, execution, and completion of high-profile projects.Key Responsibilities:Manage the full lifecycle of projects from...


  • Sutton Coldfield, Birmingham, United Kingdom Building Recruitment Company Full time

    Job Title: Deputy Service Manager - Mental Health ProfessionalJob Summary: We are seeking a highly skilled and experienced Deputy Service Manager to join our team in Sutton. As a Deputy Service Manager, you will play a key role in supporting individuals with complex mental health conditions, providing guidance and advice to staff, and contributing to the...


  • Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £30,000 - £45,000

    beBee Professionals is seeking a skilled Career Development Professional to manage the recruitment process and build strong relationships with clients and candidates. Key responsibilities include sourcing and interviewing candidates, managing the recruitment process, and maintaining accurate records.Key Responsibilities:Sourcing and interviewing candidates...