Wealth Manager Chatham

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

Job summary

A leading financial institution in Chatham seeks a Wealth Manager to manage a portfolio of high-value clients. The successful candidate will provide tailored financial advice while building strong relationships. Responsibilities include advising on products and conducting in-depth reviews to meet clients' financial needs. Ideal candidates will hold relevant qualifications and experience in providing holistic financial services. This role offers personal development opportunities and a competitive benefits package.

Benefits

Flexible benefits package

Annual bonuses

Private medical care

Opportunity for international work

Qualifications

• Essential Level 4 qualifications and meet Statement of Professional Standing requirements.
• Previous experience in providing holistic financial advice is required.
• Experience in relevant environments like retail banking or relationship management.

Responsibilities

• Manage and support a portfolio of high-value premier customers.
• Provide holistic financial advice through key life events.
• Conduct in-depth reviews of customers' personal and financial needs.

Skills

Business Development

Sales Experience

Wealth Management

Financial Services

Organizational skills

Investment Experience

Financial Planning

Education

Level 4 qualifications (Dip CII CISI or equivalent)

Job description

If youre 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 Manager at HSBC

Whether youre creating connections with customers or colleagues Wealth Management is genuinely a relationship-based service. As a Wealth Manager youll 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. Youll support every aspect of a customers financial life help them grow manage and preserve their wealth and provide a professional service in a world of increasing complexity.

Her er what else youll be able to do in this role :

• Manage and support a portfolio of high value premier customers
• 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 does it take to be successful as a Wealth Manager

People-oriented individuals looking to build their portfolios safely grow the HSBC Wealth and Personal Banking business and move the needle on their careers.

Do you like a challenge Are you competitive and base your success on performance Do you have a growth mindset and a drive for reward Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships Do you use the many resources and the diverse talented co-workers around you to help answer the hard questions

If you answered yes to any of these questions we want to meet you!

What well 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 provide a needs based solutions in our Wealth Management team

A flexible benefits package including 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 admin 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 youll 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 is desired.

Previous experience providing holistic financial advice on a wide range of products and services.

Have previously worked 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 were dedicated to creating diverse and inclusive workplaces - no matter their gender ethnicity disability religion sexual orientation or age. Wearecommittedto removing barriers and ensuring careersatHSBCareinclusiveandaccessible for everyone to be at their 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.

Ifyouhaveaneedthatrequiresaccommodationsor changes duringtherecruitmentprocess please get in touch with our Recruitment Helpdesk :

Email :

Telephone : 44

Required Experience :

Manager

Key Skills

• Business Development
• Estate Law
• Sales Experience
• Trusts
• Wealth Management
• Financial Services
• Organizational skills
• Investment Experience
• Banking
• Securities Law
• Financial Planning
• Wills

Employment Type : Full Time

Experience : years

Vacancy : 1