Area Wealth Director - Ealing and Harrow Area

HSBC Global Services Limited; London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A global financial services company in London is seeking an Area Wealth Director to implement wealth strategies and lead a team. This role involves ensuring compliance, managing performance, and delivering financial solutions to clients. The ideal candidate holds a QCF Level 4 qualification and current CAS status. Opportunities for growth and a commitment to diversity are integral to this position.

Benefits

Diversity and inclusion initiatives

Career development opportunities

Qualifications

• QCF Level 4 qualification with advice-giving authorization.
• Current Competent Adviser Status (CAS) under UK FCA jurisdiction.
• Expertise in financial planning and wealth products.

Responsibilities

• Ensure team compliance and sales quality.
• Influence Partners to maximize Wealth opportunities.
• Manage performance through feedback and development planning.

Skills

Customer value promotion

Holistic financial planning

Market awareness

Influencing and coaching

Compliance and professional standards

Education

QCF Level 4 qualification

Current Competent Adviser Status (CAS)

Job description

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Area Wealth Director - Ealing and Harrow Area, London

Client: HSBC Global Services Limited

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: 8e7fcf3e7321

Job Views: 14

Posted: 12.08.2025

Expiry Date: 26.09.2025

Job Description:

If you’re looking for a career that will help you stand out, join HSBC and fulfill your potential. HSBC offers opportunities, support, and rewards to help you progress, whether aiming for the top or exploring new directions.

Our Wealth Management teams provide a range of services to support key life events, such as saving for education, buying a home, retiring, and protecting families. We support every aspect of a customer’s financial life, offering tailored, relationship-based services with a comprehensive understanding of our clients' needs.

The main purpose of the Area Wealth Director role is to implement the Wealth strategy and achieve business objectives. You will lead and foster a customer-first culture by coaching, mentoring, and supervising a team of Wealth Managers and Analysts.

Your responsibilities include:

• Ensuring team compliance, sales quality, and professional standards, acting as the first line of defense in regulatory adherence.
• Influencing Partners to maximize Wealth opportunities, ensuring customers are served by appropriate advisors.
• Managing performance through feedback and development planning, recognizing achievements, and addressing performance issues.
• Delivering needs-based financial solutions and supporting holistic financial planning.
• Developing effective relationships with team members and stakeholders.

To succeed, you should meet these requirements:

• QCF Level 4 qualification with advice-giving authorization (FCA Activity 4).
• Current Competent Adviser Status (CAS) under UK FCA jurisdiction, or previous CAS with ongoing CPD and assessment records.
• Market awareness to stay updated with market changes and maintain high business standards.
• Understanding of conduct risks and HSBC business standards.
• Expertise in holistic financial planning and wealth products.
• Ability to promote customer value and high-quality service.
• Understanding of Wealth & Premier propositions and consistent application of principles.

We are committed to diversity and inclusion, creating accessible workplaces for everyone. We are a Disability Confident Leader and will offer interviews to candidates with disabilities or neurodivergence who meet the minimum criteria.

If you need accommodations during the recruitment process, please contact our Recruitment Helpdesk.