HSBC Applications – Wealth Manager

Website HSBC

Job Description:

This role will give you the opportunity to join this dedicated team where you will be acting as a trusted adviser to our new and existing high net worth 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.

You will have dedicated and continued support from a Relationship Manager who will aide you with proactive client contact, dealing with client banking queries, support with some back office processing and work alongside branch colleagues to grow new client opportunities.

Job Responsibilities:

  • 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.
  • Have access to a wide range of product specialists to help and support you, which include pensions, legacy tax planning, protection and investments.
  • Build and maintain strong relationships with both new and existing clients
  • Comply with the regulations and procedures that govern our business and products.

Job Requirements:

  • Have role relevant qualifications, i.e. Dip CII (or equivalent QCF RDR level 4 qualification)
  • 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
  • If this sounds like you and you thrive on pro-actively managing a portfolio of clients and making suitable recommendations for products and services based on customer needs, we’d love to hear from you.

Job Details:

Company: HSBC

Vacancy Type:  Full Time

Job Location: Leeds, England, UK

Application Deadline: N/A

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