High Net Worth Wealth Manager - Cambridge & Peterborough Area

TN United Kingdom; Cambridge; On-site; GBP 50,000 - 80,000; Full time

Job summary

Join a leading global bank as a High Net Worth Wealth Manager in Cambridge, where you'll provide tailored financial advice to high-value clients. This role offers career progression, a supportive environment, and the opportunity to make a significant impact in clients' financial lives. You'll work closely with a team to manage and grow client wealth, ensuring personalized service and effective communication throughout their financial journey.

Benefits

Pension

Life Insurance

Employee Discounts

Share Options

Bonuses

Medical Care

Qualifications

• Experience providing holistic financial advice on various products.
• Previous experience with high net worth clients as a Wealth Adviser.

Responsibilities

• Supporting a portfolio of high-value Premier customers.
• Conducting in-depth reviews to identify personal and financial needs.
• Advising on a range of products, including HSBC's offerings.

Skills

Financial Advice

Relationship Management

Communication

Education

Level 4 qualifications (Dip CII, CISI, or equivalent)

Chartered Status (Level 6)

Job description

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High Net Worth Wealth Manager - Cambridge & Peterborough Area, Cambridge

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Client:

HSBC Global Services Limited

Location:

Cambridge, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

1096067d73d2

Job Views:

3

Posted:

17.05.2025

Expiry Date:

01.07.2025

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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 and Personal Banking business supports millions of individuals, families, business owners, investors, and entrepreneurs worldwide. We provide products and services including current accounts, credit cards, personal loans, mortgages, savings, investments, insurance, and wealth management. We also have specialized relationship managers supporting customers with bespoke requirements, including high net worth and ultra-high-net-worth clients.

What will I do as a High Net Worth Wealth Manager at HSBC?

Wealth Management is a relationship-based service. As a HNW Wealth Manager, you'll have access to a portfolio of wealth customers, growth opportunities, career progression, and the chance to bring your authentic self to a team that values connections and relationships. You'll support all aspects of a customer’s financial life, helping them grow, manage, and preserve their wealth, and provide professional service in a complex world.

Key responsibilities include:

• Supporting a portfolio of high-value Premier customers with between £750K and £1.5M alongside the Premier Relationship Director.
• Acting as a trusted adviser, providing holistic financial advice, and supporting customers through key life events such as investing, saving for a home, retirement planning, and family protection.
• Conducting in-depth reviews to identify personal and financial needs, delivering tailored wealth management and financial planning services.
• Advising on a range of products, including HSBC's offerings and external partners.
• Delivering needs-based solutions through effective communication and influence.
• Monitoring information to assess impacts, risks, and opportunities for the business.

Benefits:

• Growth opportunities, personal development, new clients, and a supportive network.
• Security benefits including pension, life insurance, employee discounts, share options, bonuses, and medical care.
• International career pathways.
• Comprehensive training, ongoing coaching, and analyst support.
• Participation in initiatives to make a difference and contribute to business success.

Candidate requirements:

• Level 4 qualifications (Dip CII, CISI, or equivalent) and current Statement of Professional Standing.
• CAS status preferred.
• Commitment to achieving Chartered Status (Level 6).
• Experience providing holistic financial advice on various products.
• Previous experience with high net worth clients as a Wealth Adviser, IFA, or similar role.
• Experience in retail banking, relationship management, or front office environments.

Location: Cambridge & Peterborough Area.

We value diversity and inclusivity. HSBC is committed to creating accessible workplaces and is a Disability Confident Leader, offering interviews to qualified candidates with disabilities or neurodivergence who meet the role's minimum criteria.

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