Area Wealth Director - London Region

HSBC Global Services Limited; London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial institution in London is seeking an Area Wealth Director to implement Wealth strategy and lead a team of Wealth Managers and Analysts. This role demands QCF Level 4 qualification and Competent Adviser Status. The successful candidate will manage team performance, deliver tailored financial solutions, and maintain compliance with regulatory requirements. This position offers opportunities for professional growth and a commitment to diversity and inclusion.

Qualifications

• QCF Level 4 qualified with FCA Activity 4 qualification.
• Hold Competent Adviser Status under UK FCA jurisdiction.
• Ability to demonstrate market awareness.

Responsibilities

• Accountable for team compliance and sales quality.
• Influence partners to maximize Wealth opportunities.
• Manage performance and provide feedback.
• Deliver personalized financial planning.
• Develop relationships with team members.

Skills

QCF Level 4 qualification

Competent Adviser Status (CAS)

Expert knowledge in holistic financial planning

Ability to demonstrate external market awareness

Understanding of conduct risks

Excellent customer service

Education

Appropriate qualification for advice giving (FCA Activity 4)

Job description

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Client:

HSBC Global Services Limited

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

c7fb428bf8e4

Job Views:

7

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

If you’re looking for a career that will help you stand out, join HSBC and fulfill your potential. Whether you want a career that could take you to the top or simply take you in an exciting new direction, HSBC offers opportunities, support, and rewards that will take you further.

Our Wealth Management teams provide a range of services to HSBC customers, supporting key life events such as saving for university fees, buying a new home, or retirement; while protecting their family and interests for every eventuality, providing confidence and reassurance.

We support every aspect of a customer’s financial life, helping them to grow, manage, and preserve their wealth, and provide a professional service in a world of increasing complexity. This includes a greater range of financial products and solutions, and a better understanding of our customers’ affairs. For us, Wealth Management is genuinely a relationship-based service.

For our customers, this means a tailored approach, personalized attention, and our teams working collaboratively to support their entire life journey.

The main purpose of the role of Area Wealth Director is to implement the Wealth strategy and achieve the business objectives. To lead and build the HSBC customer-first culture by providing coaching, mentorship, technical expertise, and regulatory supervision to a team of Wealth Managers and Analysts.

Your responsibilities will include:

• Being accountable for the team’s compliance, sales quality, and Professional Standards, acting as the first line of defense to deliver principled business standards in line with all regulatory requirements.
• Influencing Partners to maximize Wealth opportunities, with customers being serviced by appropriate advisors in line with the Bank’s strategy.
• Managing performance, providing timely, specific corrective feedback to improve poor performance, and motivational feedback to recognize good performance; assessing the strengths and development needs of others, planning development activities, and gaining dedication to change.
• Delivering needs-based solutions, seeing opportunities, and supporting the team in delivering holistic financial planning tailored to client needs.
• Managing collaborators by developing and maintaining effective relationships with team members and stakeholders outside of the team.

To be successful in this role, you should meet the following requirements:

• You must be QCF Level 4 qualified with an appropriate qualification that allows advice giving (FCA Activity 4).
• Candidates must currently hold Competent Adviser Status (CAS) under onshore UK FCA jurisdiction (excluding Channel Islands and Isle of Man) at the time of role entry. If you are a Competent Supervisor, you must have previously held CAS within the last 5 years, with an unbroken record of assessment and CPD.
• Ability to demonstrate external market awareness to stay updated with market changes, ensuring effective conversations with team and clients, and maintaining business standards.
• Understanding of conduct risks and HSBC business standards to attain and maintain Professional Standards.
• Expert knowledge in holistic financial planning and wealth products.
• Ability to encourage others to value the customer and deliver high-quality service.
• Understanding of the Wealth & Premier proposition in terms of service and products, applying principles consistently when delivering needs-based solutions.

At HSBC, we’re dedicated to creating diverse and inclusive workplaces—no matter gender, ethnicity, disability, religion, sexual orientation, or age. We’re committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone. We are proud to be a Disability Confident Leader and will offer interviews to candidates with disabilities, long-term conditions, or neurodivergence who meet the role’s minimum criteria.

If you require accommodations or changes during the recruitment process, please contact our Recruitment Helpdesk.