Wealth Management Professional

2 weeks ago

Truro, Cornwall, United Kingdom HSBC Full time

Unlock Your Potential as a Wealth Manager at HSBC

Are you looking for a career that will help you stand out in the financial services industry? As a Wealth Manager at HSBC, you will have the opportunity to work with a diverse portfolio of high-value customers, providing them with tailored financial advice and support to help them achieve their financial goals.

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)

About HSBC:

At HSBC, we are 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, which helps ensure that you can be interviewed fairly if you have a disability, long-term health condition, or are neurodiverse.

What We Offer:

  • Growth opportunities for personal development and progression
  • 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
  • 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

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