Wealth Management Professional
4 weeks ago
Wealth Management Opportunities at HSBC
HSBC is seeking a skilled Wealth Manager to join our team and support the growth of our Wealth and Personal Banking business. As a Wealth Manager, you will have the opportunity to work with high net worth individuals and families, providing personalized financial advice and guidance 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:
HSBC is a leading global banking and financial services organization with a presence in over 80 countries. We are committed to creating diverse and inclusive workplaces and are proud to be part of the Disability Confident Scheme. If you are a motivated and experienced Wealth Manager looking for a new challenge, we encourage you to apply for this exciting opportunity.
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