Wealth Director

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

Job summary

A leading global bank in Bournemouth is seeking a Wealth Director to manage and advise high-value clients. You will provide holistic financial advice and support customers through key life events, delivering tailored wealth management solutions. The ideal candidate has Level 4 qualifications and experience working with high net worth clients. This role offers growth opportunities and a comprehensive support network, alongside benefits like pension plans and private medical care.

Benefits

Flex benefits

Non-contributory pension

Life insurance

Employee discounts

Share options

Annual bonuses

Private medical care

Qualifications

• Hold relevant Level 4 qualifications and meet Statement of Professional Standing requirements.
• Commitment to achieve Chartered Status (Level 6).
• Experience providing financial advice to high net worth clients.

Responsibilities

• Support a portfolio of high value Premier customers.
• Provide tailored wealth management and financial planning services.
• Deliver needs-based solutions through effective communication.

Skills

Holistic financial advice

Relationship management

Communication and influencing

Risk assessment

Education

Level 4 qualifications (Dip CII, CISI or equivalent)

Chartered Status commitment

Job description

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth.

What will I get to do as a Wealth Director at HSBC?

Whether you’re creating connections with customers or colleagues, Wealth Management is genuinely a relationship-based service. As a Wealth Director, you’ll have access to an impressive portfolio of wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to team that prides itself on making connections and building relationships. You’ll support every aspect of a customer’s financial life, help them grow, manage and preserve their wealth, and provide a professional service in a world of increasing complexity.

Here’s what else you’ll be able to do in this role:

• Work alongside the Premier Relationship Director to support a portfolio of high value Premier customers with between £750K and £1.5M
• Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality.
• Conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients.
• Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.
• Deliver needs-based solutions through effective communication and influencing.
• Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business.

What we’ll give you:

• Growth - Opportunity for personal development and progression, new clients, a robust and supportive network of colleagues, new products, and new opportunities to learn and sell on our Wealth Management team.
• Security in the form of flex benefits, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care.
• Steppingstone to work internationally - this can be your place to start and branch out to anywhere we have offices around the world.
• Full training in HSBC products and services with ongoing coaching throughout your career and dedicated Analyst support
• An opportunity to contribute to the ongoing success of the business, by being an inclusive team member with the prospect to be involved in multiple initiatives to make a difference.
• The support you need to fulfil your potential.

What you'll give us:

• Hold role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements – Essential
• Currently hold CAS status - Desired
• Commitment to achieve Chartered Status (Level 6) (HSBC funding will be available)
• Previous experience providing holistic financial advice on a wide range of products and services.
• Have previously worked with High net worth clients as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role.
• Experience working in relevant environments (retail banking, relationship management, front office)

WM2025

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, 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.

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