Are you interested in working for oneof the world’s leading international banks who believe investment in people isthe key to not only a successful business, but a positive and progressivefuture?
Our Wealth Management teams provide arange of services to HSBC customers, supporting key life events, such as savingfor university fees, buying a new home to retirement; whilst protecting theirfamily and interests for every eventuality, providing confidence andreassurance.
We support every aspect of acustomer’s financial life, helping them to grow, manage and preserve theirwealth and provide a professional service in a world of increasing complexity.This includes a greater range of financial products and solutions, and a betterunderstanding of our customers’ affairs. For us, Wealth Management is genuinelya relationship-based service.
For our customers, this means atailored approach, personalised attention and our teams working collaborativelyto support their entire life journey.
As a result of continued growth inthe HSBC UK Wealth business, we are actively recruiting for an experienced Wealth Manager to join our teamservicing our Premier high net worth customers across Melton Mowbray & Oakham
This role will give you theopportunity to join this dedicated team where you will be acting as a trustedadviser to our new and existing high net worth customers providing holisticfinancial advice and supporting them through key life events such as investingfor your future, saving for a new home, planning for retirement or protectingtheir family for every eventuality.
As an HSBC Wealth Manager you will have dedicated and continued support from aPremier Relationship Officer who will aide you with proactive client contact,dealing with client banking queries, support back office processing and workalongside branch colleagues to grow new client opportunities.
Our reward package is made up of anattractive base salary and generous pension scheme, together with a range offlexible benefits designed to suit your family and personal circumstances.
Deliver a consistent and tailored wealth managementand financial planning service to a portfolio of HSBC Premier clients
Advise on a full range of products and servicesthat include both HSBC manufactured products and those provided by externalpartners.
Have access to a wide range of product specialiststo help and support you, which include pensions, legacy tax planning,protection and investments.
Build and maintain strong relationships with bothnew and existing clients
Comply with the regulations and procedures thatgovern our business and products.
To be successful in this role youshould meet the following requirements:
Have role relevant qualifications, i.e. Dip CII (orequivalent QCF RDR level 4 qualification)
Previous experience providing holistic financialadvice 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 youthrive on pro-actively managing a portfolio of clients and making suitablerecommendations for products and services based on customer needs, we’d love tohear from you.
At HSBC UK we are building the HealthiestHuman system. Enabling our employees to better balance their work / lifepriorities and have the flexibility required to meet their changing needs asthey progress through different life stages. If you are considering a role withHSBC and you have a need for some flexibility in your working arrangementsplease discuss this with the recruitment team in the early stages of theapplication process.
As a business operating in marketsall around the world, we believe diversity brings benefits for our customers,our business and our people. This is why HSBC UK is committed to being aninclusive employer and encourages applications from all suitably qualifiedapplicants irrespective of background, circumstances, age, disability, genderidentity, ethnicity, religion or belief and sexual orientation.
We want everyone to be able to fulfiltheir potential which is why we provide a range of flexible workingarrangements and family friendly policies.
Personal data held by the Bankrelating to employment applications will be used in accordance with our PrivacyStatement, which is available on our website.
For any queries regarding this role please contact the HSBC Recruitment Helpdesk on 0207 832 8500