The opportunity: HSBC Wealth Manager

At HSBC, we’re a trusted international organisation with a sophisticated, global customer base. What does this mean for you? It means we like a challenge, we’re competitive, and we’re always looking for the best ways to innovate in our space and put our customers first. It also means we’re a total package bank with a culture that drives diversity, equality and inclusion, where everyone can be themselves.

What will I get to do as a Wealth Manager at HSBC?

Whether you’re creating connections with customers or colleagues, Wealth Management is genuinely 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 opportunity to bring your authentic self to a team that prides itself on making connections and building relationships. You’ll support every aspect of a customer’s financial life, help them grow, manage and preserve their wealth, and provide a professional service in a world of increasing complexity.

Here’s what else you’ll be able to do in this role:

• 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 such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality
• 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 as a Wealth Manager?

People-oriented individuals looking to build their portfolios, safely grow the HSBC Wealth and Personal Banking business, and move the needle on their careers.

Do you like a challenge? Are you competitive and base your success on performance? Do you have a growth mindset and a drive for reward? Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships? Do you use the many resources and the diverse, talented co-workers around you to help answer the hard questions?

If you answered yes to any of these questions, we want to meet you!

Requirements

What we’ll give you:

• Growth - 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
• Stepping stone 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
• Client expectations are changing, some wish to be seen in our branches, their homes or virtually, this allows us to bring hybrid working to life for our teams
• The support you need to fulfil your potential including financial support to complete your Chartered qualification

What you’ll give us:

• Hold role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements
• Knowledge of and willingness to learn more about financial planning and wealth products
• Understanding of customers' needs and delivering excellent customer service
• Flexible, adaptable approach to change and will support others to respond in a similar way
• Experience working in relevant environments (wealth management, retail banking, relationship management, front office)

Who are we?

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—we offer opportunities, support, and rewards that will take you further.