HSBC is seeking an experienced Wealth Manager to support high-value premier customers with comprehensive financial advice. The role involves providing holistic financial guidance, conducting in-depth financial reviews, and delivering tailored wealth management solutions across a diverse portfolio of clients.
As a Wealth Manager, your primary responsibilities will include managing a portfolio of high-value premier customers, acting as a trusted financial adviser who provides comprehensive financial guidance throughout customers' key life events such as investing, saving for a home, retirement planning, and family financial protection.
The ideal candidate will possess Level 4 financial qualifications (Dip CII, CISI or equivalent), have previous experience in financial advice, and demonstrate expertise in working within retail banking, relationship management, and front office environments. Strong communication skills, analytical capabilities, and the ability to identify customer financial needs are crucial.
HSBC offers an attractive compensation package including competitive salary, flex benefits, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care. The role provides opportunities for personal development, international career progression, comprehensive training, and the chance to contribute to a global financial institution.
