Wealth Manager - Luton

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

Job summary

Join a forward-thinking company as a Wealth Manager, where you'll support high-value clients by providing holistic financial advice tailored to their needs. This role offers significant opportunities for personal development and career progression within an inclusive team environment. You'll act as a trusted adviser, helping clients navigate their financial journeys through effective communication and tailored solutions. With a commitment to diversity and inclusivity, this innovative firm ensures that all employees feel valued and supported. If you're passionate about making a difference in clients' lives, this opportunity is perfect for you.

Benefits

Pension

Life Insurance

Employee Discounts

Share Options

Medical Care

Comprehensive Training

Ongoing Coaching

Qualifications

• Relevant Level 4 qualifications required.
• Experience in providing holistic financial advice is essential.

Responsibilities

• Manage a portfolio of high-value clients and provide tailored wealth management.
• Guide clients through key life events and deliver needs-based solutions.

Skills

Holistic Financial Advice

Client Relationship Management

Investment Planning

Risk Assessment

Education

Level 4 Qualifications (Dip CII, CISI)

Job description

Job Description: Wealth Manager at HSBC

Join HSBC and fulfill your potential as a Wealth Manager. Support a portfolio of high-value clients, provide holistic financial advice, and build lasting relationships in a role that offers growth, support, and rewards.

Responsibilities:

1. Manage and support a portfolio of high-value premier customers.
2. Act as a trusted adviser, guiding clients through key life events such as investing, saving, planning for retirement, and family protection.
3. Conduct in-depth reviews to identify clients' personal and financial needs and deliver tailored wealth management services.
4. Advise on a range of products, including HSBC offerings and external partners.
5. Deliver needs-based solutions through effective communication and influence.
6. Monitor and assess potential impacts, risks, and opportunities for clients and the business.

Qualifications and Skills:

• Hold relevant Level 4 qualifications (e.g., Dip CII, CISI) and meet professional standing requirements.
• CAS status is preferred.
• Experience providing holistic financial advice across various products and services.
• Previous roles such as Wealth Adviser, IFA, or Financial Planning Manager are desirable.
• Experience in retail banking, relationship management, or front office environments.

What We Offer:

• Opportunities for personal development, career progression, and international work.
• Security benefits including pension, life insurance, employee discounts, share options, bonuses, and medical care.
• Comprehensive training and ongoing coaching.
• Inclusive team environment with involvement in impactful initiatives.

Our Commitment:

We value diversity and inclusivity, supporting candidates of all backgrounds and abilities. We are a Disability Confident Leader and offer accommodations during the recruitment process.