Senior Wealth Advisor for High Net Worth Clients

HSBC Global Services Limited; Carlisle; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading global bank in Carlisle is seeking a Wealth Manager to manage high-value customer portfolios and provide tailored financial advice. The ideal candidate will have a Level 4 qualification and a proven background in holistic financial advice. This role offers personal development opportunities, an inclusive environment, and comprehensive benefits, including a pension and life insurance. Join the team to help clients grow and preserve their wealth in a dynamic banking environment.

Benefits

Flexible benefits package

Annual bonuses

Private medical care

Qualifications

• Must hold relevant Level 4 qualifications and meet Statement of Professional Standing requirements.
• Experience providing holistic financial advice on a wide range of products.
• Desirable to hold CAS status.

Responsibilities

• Manage a portfolio of high-value customers.
• Provide holistic financial advice to clients.
• Conduct in-depth reviews to identify financial needs.

Skills

People-oriented

Financial advice

Communication skills

Relationship building

Education

Level 4 qualification (Dip CII, CISI or equivalent)

Job description

A leading global bank in Carlisle is seeking a Wealth Manager to manage high-value customer portfolios and provide tailored financial advice. The ideal candidate will have a Level 4 qualification and a proven background in holistic financial advice. This role offers personal development opportunities, an inclusive environment, and comprehensive benefits, including a pension and life insurance. Join the team to help clients grow and preserve their wealth in a dynamic banking environment.