Private Wealth Manager: High‑Net‑Worth Advisory

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

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.