HSBC Vacancies – Wealth Manager

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:

• 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
• Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.
• Deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients
• Comply with the regulations and procedures that govern our business and products.

Job Requirements:

• Previous experience providing holistic financial advice on a wide range of products and services
• Have role relevant qualifications, i.e. Dip CII (or equivalent QCF RDR level 4 qualification)
• Have previously worked as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role

Job Details:

Company: HSBC

Vacancy Type: Full Time

Job Location: Birmingham, England, UK

Application Deadline: N/A

Apply Here

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