Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk.
Email: support@hsbc.com
Telephone: +44 207 832 8500
Minimum 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 - essential.
* 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).
Role Overview:
As a Wealth Manager at HSBC, you will manage and support a portfolio of high value premier customers. You will act as a trusted adviser to our new and existing customers, providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement, or protecting their family for every eventuality.
Key Responsibilities:
* Conduct in-depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients.
* Advise on a full range of products and services that include 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.
What Does It Take to Be Successful?
We are looking for people-oriented individuals who enjoy challenges and are competitive. If you have a growth mindset and enjoy working with colleagues and clients to create meaningful connections, we want to meet you!
What We'll Give You:
* 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, 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.
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