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Some careers shine brighter than others.
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth clients.
What will I get to do as a Wealth Manager at HSBC?
Wealth Management is a relationship-based service. As a Wealth Manager, you’ll have access to an impressive portfolio of wealth customers, growth potential, career progression, and an environment that values authenticity and relationship-building. You’ll support every aspect of a customer’s financial life, helping them grow, manage, and preserve their wealth, while providing professional service in a complex world.
In this role, you will:
1. Manage and support a portfolio of high-value premier customers.
2. Act as a trusted adviser, providing holistic financial advice and supporting customers through key life events such as investing for the future, saving for a new home, planning for retirement, or protecting their family.
3. Conduct in-depth reviews to identify customer needs and deliver tailored wealth management and financial planning services.
4. Advise on a range of products, including HSBC offerings and external partners’ products.
5. Deliver needs-based solutions through effective communication and influencing skills.
6. Monitor information to assess impacts, risks, and opportunities for the business.
What does it take to be successful as a Wealth Manager?
We seek people-oriented individuals who aim to build their portfolios, grow HSBC’s Wealth and Personal Banking business, and advance their careers. If you enjoy a challenge, are competitive, performance-driven, have a growth mindset, and value building meaningful relationships, we want to meet you!
What we’ll give you:
* Opportunities for personal development, career progression, new clients, and learning new products.
* Security benefits including flex benefits, pension, life insurance, employee discounts, share options, bonuses, and medical care.
* Potential for international work experience.
* Full training on HSBC products and ongoing coaching, with dedicated support.
* The chance to contribute to business success and be involved in impactful initiatives.
* Support to help you reach your potential.
What you’ll give us:
* Relevant Level 4 qualifications (e.g., Dip CII, CISI) and current Statement of Professional Standing.
* CAS status is desired.
* Experience providing holistic financial advice across various products.
* Previous roles as a Wealth Adviser, IFA, Financial Planning Manager, or similar.
* Experience in retail banking, relationship management, or front office environments.
At HSBC, we value diversity and inclusion. We are committed to creating accessible workplaces for everyone and are proud to be a Disability Confident Leader. Candidates with disabilities, long-term conditions, or neurodivergence who meet role criteria will be offered an interview. For accommodations during the recruitment process, contact our Recruitment Helpdesk.
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