Financial Services Specialist

2 months ago


Poole, Poole, United Kingdom HSBC Full time
About the Role

We are seeking a highly skilled and experienced Wealth Manager to join our team at HSBC. As a Wealth Manager, you will be responsible for managing and supporting a portfolio of high-value premier customers, providing holistic financial advice and supporting them through key life events.

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, including 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
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
  • 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
  • Experience working in relevant environments (retail banking, relationship management, front office)
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
What We're Looking For
  • People-oriented individuals 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?


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