Wealth Management Specialist

2 weeks ago


Poole, Poole, United Kingdom HSBC Full time
Company Overview
Highest standards of customer service and wealth management expertise come together in this role.

Salary
$85,000 - $110,000 per year, depending on experience.

Job Description
In this highly respected position, you will provide expert guidance to high-net-worth individuals and families on managing their financial portfolios. Utilizing a deep understanding of the global market and its trends, you will identify opportunities for growth and help your clients make informed decisions about their investments. With a strong focus on building long-lasting relationships, you will work closely with your clients to understand their unique needs and goals, offering tailored solutions that meet their expectations. As a Wealth Manager at HSBC, you will have access to a vast network of resources and support, enabling you to deliver exceptional results and achieve unparalleled success.

Required Skills and Qualifications
To succeed in this demanding yet rewarding role, you must possess a level 4 qualification (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and current Statement of Professional Standing requirements. Previous experience as a Wealth Adviser, IFA, Financial Planning Manager, or similar role is also essential. Additionally, having CAS status is highly desirable. Your ability to build strong relationships and communicate complex financial concepts effectively will be crucial in securing your place among the top performers in the industry.

Benefits
HSBC offers a comprehensive compensation package that includes flex benefits, financial support for relocation, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care. Furthermore, our commitment to diversity and inclusion provides an environment where everyone has the opportunity to grow and thrive. Join us, and take advantage of our extensive training program, which equips you with the skills and knowledge necessary to excel in your career.

Others
At HSBC, we pride ourselves on being part of the Disability Confident Scheme, ensuring fair interview processes for individuals with disabilities. We encourage all applicants to reach out if they need adjustments made during the application process. In this exciting opportunity, you will not only achieve personal growth but also contribute to the ongoing success of the business.

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