Private Client Wealth Manager

HSBC Holdings plc; Greater London; On-site; GBP 70,000 - 110,000; Full time

Job summary

HSBC Private Banking in London seeks an experienced Wealth Manager to support high-net-worth clients with holistic wealth management and financial planning advice.

You will build trusted relationships, understand clients’ objectives, and connect them with the right HSBC experts and solutions. Your guidance will cover investments, financial planning and lending, including estate planning and retirement funding.

Qualifications

• Regulated financial planning or wealth management advice for high-net-worth clients.
• Strong knowledge of wealth management fundamentals including investments, planning and lending.
• Experience advising on estate planning, protection and retirement planning.
• Understanding of regulatory requirements and approved advice processes.
• Ability to build trusted client relationships and grow assets and revenue.
• Excellent communication, collaboration and influencing skills.
• Willingness to travel across the London area.

Responsibilities

• Manage a portfolio of high-net-worth clients with wealth management and financial planning advice.
• Provide holistic, regulated financial planning aligned to client objectives.
• Develop and deepen client relationships to grow assets.
• Collaborate with Relationship Managers and Investment Councillors to deliver outcomes.
• Generate referrals and opportunities across HSBC.
• Meet objectives for net new mandates, revenue growth, ROA.
• Maintain regulatory compliance and risk controls.

Skills

Financial planning

Regulatory compliance

Client relationships

Investments

Estate planning

Communication

Travel willingness

Education

Level 4 financial planning or equivalent

Level 6/QCF Level 6 or Chartered status

J12 Securities exam

Job description

Wealth Manager - Private Banking

Grade: GCB4

Location: London

Regulatory designation: CF30 regulated role

About the role

We’re looking for an experienced Wealth Manager to join HSBC Private Banking in London, supporting high-net-worth clients with holistic wealth management and financial planning advice.

You’ll build trusted, long-term relationships with clients, understand their wider financial objectives and connect them with the right HSBC expertise and solutions. Your advice will span investments, financial planning and lending, with particular focus on areas such as estate planning, protection and retirement funding.

Working closely with Relationship Managers and specialist colleagues, you’ll help deliver excellent client outcomes while growing HSBC’s share of clients’ wealth and achieving agreed business objectives. This is a collaborative role requiring strong judgement, influencing skills and a genuine commitment to putting clients at the heart of everything you do.

Key responsibilities

• Manage a portfolio of high-net-worth clients as a trusted point of contact for wealth management and financial planning advice.
• Provide professional, holistic advice aligned to clients’ short- and long-term financial needs, including investments, estate planning, protection and retirement funding.
• Build and deepen client relationships by understanding their circumstances, objectives and evolving wealth needs.
• Identify opportunities to attract new-to-bank clients and retain or grow assets through high-quality advice and appropriate HSBC solutions.
• Work closely with Relationship Managers, Investment Councillors, Financial Planners, Credit Advisors and other colleagues to deliver coordinated client outcomes.
• Generate quality referrals and introductions across HSBC, making full use of the wider franchise and relevant specialist services.
• Achieve agreed objectives for net new investment mandates, revenue growth, return on assets and client acquisition.
• Maintain high standards of regulatory compliance, operational integrity, risk management and client service.

Essential criteria

• Level 4 financial planning or equivalent qualification, with the ability and commitment to work towards Level 6/QCF Level 6 or Chartered status.
• Commitment to completing the J12 Securities exam, where required for future role responsibilities.
• Experience providing regulated financial planning or wealth management advice to high-net-worth clients.
• Strong knowledge of wealth management fundamentals, including investments, financial planning and lending.
• Experience advising on, or demonstrated knowledge of, areas such as estate planning, protection and retirement planning.
• Strong understanding of regulatory requirements, approved advice processes and operational risk controls.
• Proven ability to build and manage trusted client relationships and identify opportunities to grow client assets and revenues.
• Excellent communication, collaboration and influencing skills, with the confidence to work effectively across teams and with senior stakeholders.
• Willingness and ability to travel as required across the London area.

Desirable experience

• Experience in private banking or a comparable high-net-worth wealth management environment.
• Knowledge of financial markets, advisory services, alternative asset classes and private-market investments.
• Experience working with regulated platforms and banking systems.
• Existing relationships or experience within the London private client market.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [e-mail].