What you’ll be doing
You’ll provide a professional service to a portfolio of high value Premier clients and support their financial planning needs in a world of increasing complexity. As a trusted adviser, you’ll conduct in-depth reviews to identify their personal and financial needs so you can deliver a consistent and tailored wealth management and financial planning service. Also, you’ll advise on a full range of products and services which includes HSBC products and those provided by external partners. You’ll also collaborate closely with key stakeholders to build a pipeline of new clients to grow the HSBC Wealth and Personal Banking business safely.
“Leading the business, I get to see how the international capability of the organisation helps deliver great products and services for our customers in the UK”
Rebecca Owers, Director of Premier & Wealth Distribution UK
Who are we looking for?
We’re looking for people-focused professionals who are passionate about delivering excellent client service. You’ll have the ability to cultivate and grow an impressive portfolio of clients, helping to build the HSBC Wealth and Personal Banking business safely. You will want to build on your existing knowledge and learn more about financial planning and wealth products so you can move the dial up in your career.
Ideally with experience of working in a relevant environment, you should hold role-relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and it’s essential you meet current Statement of Professional Standing requirements.
“HSBC actively encourages progression and learning via development programmes. As a business it is constantly evolving, and you find yourself evolving with it too”
Greeb Khan, Wealth Manager
A rewarding environment
When you join our Wealth Management team, you’ll have a supportive network of colleagues, including access to a Relationship Manager and Area Wealth Analyst who will help you build your portfolio and process applications. Also, you’ll have the opportunity to tap into our specialists across pensions, tax, trusts and wealth planning whenever you need it. You’ll receive all the encouragement you need to fulfil your potential, including financial support to complete your Chartered qualification. We provide ongoing personal development and progression, with exposure to new products and new opportunities to learn and sell, supported by full training and ongoing coaching.
You can also look forward to a competitive salary, hybrid working and a flexible benefits package including:
- Non-contributory pension
- Life insurance
- Employee discounts
- Share options
- Annual bonuses
- Private medical care
“As a parent who works flexible hours, I have found the culture at HSBC to be very supportive of achieving a good work/life balance”
Carly Ogden, Wealth Manager
How to apply
Interested in joining our team? Check out our current opportunities(opens in new window)(opens in new window) (opens in new window). We have roles across the UK but if you can’t find a suitable opportunity right now you can sign up for details on future roles below:
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