Area Wealth Manager - London Region

TN United Kingdom; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in financial services is seeking an Area Wealth Manager to lead and implement strategies that enhance customer relationships and drive business objectives. This role emphasizes a customer-first culture, requiring expertise in wealth management and financial planning. The successful candidate will coach a team, ensure compliance with regulatory standards, and provide tailored financial solutions. This position offers a unique opportunity to make a significant impact in a dynamic and supportive environment, promoting high-quality service while navigating complex financial landscapes.

Qualifications

• QCF Level 4 qualification with appropriate advice-giving qualification.
• Competent Adviser Status (CAS) under UK FCA jurisdiction.

Responsibilities

• Implement the Wealth strategy and achieve business objectives.
• Lead and mentor a team of Wealth Managers and Analysts.
• Ensure compliance and professional standards.

Skills

Wealth Management

Financial Planning

Customer Service

Regulatory Compliance

Team Leadership

Education

QCF Level 4 qualification

Job description

Area Wealth Manager - London Region, London

Client: HSBC Global Services Limited

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: 2074b7ef6a79

Job Views: 11

Posted: 28.04.2025

Expiry Date: 12.06.2025

Job Description:

Some careers shine brighter than others.

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; whilst 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.

Main Responsibilities:

• Implement the Wealth strategy and achieve business objectives.
• Lead and build the HSBC customer-first culture by coaching, mentoring, providing technical expertise, and regulatory supervision to a team of Wealth Managers and Analysts.
• Ensure compliance, sales quality, and professional standards, acting as the first line of defense in line with regulatory requirements.
• Influence partners to maximize Wealth opportunities, ensuring customers are serviced by appropriate advisors according to the Bank’s strategy.
• Manage team performance, provide corrective and motivational feedback, and support development activities.
• Deliver needs-based solutions and support holistic financial planning for clients.
• Develop and maintain effective relationships with team members and stakeholders.

Minimum Requirements:

• QCF Level 4 qualification with an appropriate advice-giving qualification (FCA Activity 4).
• Currently hold Competent Adviser Status (CAS) under UK FCA jurisdiction, or previously held CAS with ongoing CPD and assessment record.
• Market awareness to stay updated on market conditions and business standards.
• Understanding of conduct risks and HSBC business standards.
• Expert knowledge in holistic financial planning and wealth products.
• Ability to promote high-quality customer service and understanding of the Wealth & Premier proposition.

We are committed to creating diverse and inclusive workplaces. If you require accommodations during the recruitment process, please contact our Recruitment Helpdesk.