Premier Wealth Advisor - Grow Wealth, Global Opportunities

HSBC; Chatham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial institution in Chatham seeks a Wealth Manager to manage a portfolio of high-value clients. The successful candidate will provide tailored financial advice while building strong relationships. Responsibilities include advising on products and conducting in-depth reviews to meet clients' financial needs. Ideal candidates will hold relevant qualifications and experience in providing holistic financial services. This role offers personal development opportunities and a competitive benefits package.

Benefits

Flexible benefits package

Annual bonuses

Private medical care

Opportunity for international work

Qualifications

• Essential Level 4 qualifications and meet Statement of Professional Standing requirements.
• Previous experience in providing holistic financial advice is required.
• Experience in relevant environments like retail banking or relationship management.

Responsibilities

• Manage and support a portfolio of high-value premier customers.
• Provide holistic financial advice through key life events.
• Conduct in-depth reviews of customers' personal and financial needs.

Skills

Business Development

Sales Experience

Wealth Management

Financial Services

Organizational skills

Investment Experience

Financial Planning

Education

Level 4 qualifications (Dip CII CISI or equivalent)

Job description

A leading financial institution in Chatham seeks a Wealth Manager to manage a portfolio of high-value clients. The successful candidate will provide tailored financial advice while building strong relationships. Responsibilities include advising on products and conducting in-depth reviews to meet clients' financial needs. Ideal candidates will hold relevant qualifications and experience in providing holistic financial services. This role offers personal development opportunities and a competitive benefits package.