High Net Worth Wealth Manager - Brighton & Worthing Area

TN United Kingdom; Brighton; On-site; GBP 60,000 - 90,000; Full time

Job summary

Join a leading financial institution as a High Net Worth Wealth Manager in Brighton. You'll manage a portfolio of affluent clients, providing tailored financial advice and support. With opportunities for career progression and a commitment to diversity, this role offers a chance to make a significant impact in wealth management.

Benefits

Pension

Life Insurance

Employee Discounts

Bonuses

Medical Care

Qualifications

• Experience providing holistic financial advice to high net worth clients.
• Commitment to achieve Chartered Status (Level 6).

Responsibilities

• Supporting a portfolio of high-value Premier customers with between £750K and £1.5M.
• Conducting in-depth reviews to identify clients’ needs.

Skills

Financial Advice

Relationship Management

Education

Level 4 qualifications (e.g., Dip CII, CISI)

Chartered Status (Level 6)

Job description

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High Net Worth Wealth Manager - Brighton & Worthing Area, Brighton

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Client:

HSBC Global Services Limited

Location:

Brighton, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

7bfefbe70435

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. HSBC offers opportunities, support, and rewards to help you advance your career or explore new directions.

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 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 clients, growth opportunities, and a supportive team. You’ll support all aspects of a customer’s financial life, helping them grow, manage, and preserve their wealth.

Additional role responsibilities include:

• Supporting a portfolio of high-value Premier customers with between £750K and £1.5M.
• Providing holistic financial advice and supporting clients through key life events.
• Conducting in-depth reviews to identify clients’ needs and delivering tailored wealth management services.
• Advising on a range of products, including HSBC offerings and external partners.
• Delivering needs-based solutions through effective communication.
• Monitoring information to assess risks and opportunities.

What we’ll give you:

• Opportunities for personal development, career progression, and new clients.
• Security benefits including pension, life insurance, employee discounts, bonuses, and medical care.
• Potential to work internationally.
• Full training, ongoing coaching, and dedicated support.
• Involvement in initiatives to make a difference.

What you'll give us:

• Relevant Level 4 qualifications (e.g., Dip CII, CISI) and current Statement of Professional Standing.
• CAS status (desired).
• Commitment to achieve Chartered Status (Level 6).
• Experience providing holistic financial advice to high net worth clients.
• Experience in retail banking, relationship management, or front office roles.

This role is based in the Brighton & Worthing Area.

We are committed to diversity and inclusion, creating accessible workplaces for everyone, and supporting candidates with disabilities or neurodivergence during recruitment.