Wealth Manager - Bath

TN United Kingdom; Bath; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Wealth Manager to join their dynamic Wealth and Personal Banking team. This exciting role involves managing a portfolio of high-value clients, providing holistic financial advice, and supporting customers through key life events. With opportunities for personal development and career progression, you will play a vital role in helping clients grow and preserve their wealth. The company values authentic relationships and offers a supportive environment where you can thrive. If you're eager to take on challenges and build lasting connections, this position is perfect for you.

Benefits

Flex Benefits

Pension

Life Insurance

Employee Discounts

Share Options

Medical Care

Career Progression Opportunities

Full Training on Products

Ongoing Coaching

Administrative Support

Qualifications

• Experience providing holistic financial advice on various products.
• Relevant qualifications and current Statement of Professional Standing.

Responsibilities

• Manage a portfolio of high-value premier customers.
• Provide tailored wealth management and financial planning services.
• Advise on a full range of products and services.

Skills

Holistic Financial Advice

Relationship Management

Portfolio Management

Client Communication

Financial Planning

Education

Level 4 Qualifications (Dip CII, CISI, or equivalent)

Job description

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Some careers shine brighter than others.

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 clients.

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

Wealth Management is a relationship-based service. As a Wealth Manager, you’ll have access to a portfolio of wealth customers, career progression, and an environment that values authentic connections and relationship building. You’ll support all aspects of a customer’s financial life, helping them grow, manage, and preserve their wealth, while providing a professional service in a complex financial world.

In this role, you will:

1. Manage and support a portfolio of high-value premier customers
2. Act as a trusted adviser, providing holistic financial advice and supporting customers through key life events such as investing, saving, planning for retirement, or protecting their family
3. Conduct in-depth reviews to identify customers' personal and financial needs and deliver tailored wealth management and financial planning services
4. Advise on a full range of products and services, including HSBC products and external partners'
5. Deliver needs-based solutions through effective communication and influencing
6. Continuously monitor and gather information to assess impacts, risks, and opportunities for the business

What does it take to be successful as a Wealth Manager?

We seek people-oriented individuals eager to build their portfolios, grow HSBC’s Wealth and Personal Banking business, and advance their careers.

If you enjoy challenges, are competitive, have a growth mindset, and value building relationships with colleagues and clients, we want to meet you!

What we’ll give you:

• Opportunities for personal development, new clients, and career progression within our Wealth Management team
• Security benefits such as flex benefits, pension, life insurance, employee discounts, share options, bonuses, and medical care
• Potential for international work opportunities
• Full training on HSBC products and ongoing coaching, with dedicated administrative support
• The chance to contribute to business success as an inclusive team member involved in various initiatives
• The support to fulfill your potential

What you’ll give us:

• Relevant Level 4 qualifications (Dip CII, CISI, or equivalent) and current Statement of Professional Standing
• CAS status is desired
• Experience providing holistic financial advice on a range of products and services
• Previous roles as a Wealth Adviser, IFA, Financial Planning Manager, or similar
• Experience in retail banking, relationship management, or front office environments

We value diversity and inclusion at HSBC. We are committed to creating accessible workplaces and are proud to be a Disability Confident Leader. Candidates with disabilities, long-term conditions, or neurodivergence who meet the role's minimum criteria will be offered an interview. For accommodations during recruitment, please contact our Recruitment Helpdesk.