Wealth Manager: High-Value Client Advisory

HSBC Holdings plc; Abingdon; On-site; GBP 65,000 - 90,000; Full time

Job summary

HSBC Holdings plc is seeking an experienced Wealth Manager for an internal secondment within Wealth and Personal Banking (WPB) in the UK. The role focuses on providing face-to-face financial advice for clients with significant investment value and building deep client relationships.

The position requires delivering regulated solutions, collaborating with Relationship Managers, and maintaining compliance with AML/CDD requirements within HSBC platforms and processes.

Qualifications

• Proven experience in delivering regulated financial advice.
• Strong relationship-management skills to acquire, develop and retain customers.
• Ability to translate customer needs into suitable solutions and referrals.
• Ability to collaborate with Relationship Managers and wider teams.
• Knowledge of retail-banking products and services.
• Proficiency with AML and CDD requirements in complex situations.

Responsibilities

• Provide professional, policy-compliant financial advice to customers within the relevant franchise.
• Build and maintain strong customer relationships through approved engagement methods.
• Conduct regular reviews of customers’ wealth requirements and portfolios with Relationship Managers.
• Support asset retention and attract new assets from external providers and through opportunities.
• Coordinate with WPB, Premier, CMB, Mortgages and Retail Banking to support customers.
• Navigate AML and CDD requirements while using HSBC systems confidently.

Skills

Financial advice

Relationship management

Client focus

AML/CDD knowledge

Tools

HSBC systems

Job description

HSBC Holdings plc is seeking an experienced Wealth Manager for an internal secondment within Wealth and Personal Banking (WPB) in the UK. The role focuses on providing face-to-face financial advice for clients with significant investment value and building deep client relationships.

The position requires delivering regulated solutions, collaborating with Relationship Managers, and maintaining compliance with AML/CDD requirements within HSBC platforms and processes.