Wealth Manager - Luton

HSBC; Luton; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial institution in Luton is seeking a Wealth Manager to manage high-value customers and provide tailored financial advice. You will support clients in growing and preserving their wealth, while enjoying opportunities for professional growth and benefits such as pension and medical care. Ideal candidates should have relevant qualifications and experience in relationship management.

Benefits

Pension

Life insurance

Employee discounts

Share options

Bonuses

Medical care

Full training

Ongoing coaching

International opportunities

Qualifications

• Experience providing holistic financial advice.
• Previous roles as a Wealth Adviser, IFA, or Financial Planning Manager.
• Experience in retail banking, relationship management, or front office environments.

Responsibilities

• Manage and support a portfolio of high-value premier customers.
• Act as a trusted adviser, providing holistic financial advice and supporting customers through key life events.
• Conduct in-depth reviews to identify personal and financial needs.

Skills

People-oriented

Holistic financial advice

Relationship management

Communication

Education

Relevant Level 4 qualifications (Dip CII, CISI, or equivalent)

Job description

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Wealth Manager - Luton

If you're looking for a career that will help you stand out, join HSBC and fulfill 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, mortgages, savings, investments, insurance, and wealth management. We also have specialized 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, growth potential, career progression, and an opportunity to bring your authentic self to a team that values connections and relationships. You'll support all aspects of a customer's financial life, helping them grow, manage, and preserve their wealth, and provide a professional service in a complex world.

• Manage and support a portfolio of high-value premier customers
• Act as a trusted adviser, providing holistic financial advice and supporting customers through key life events
• Conduct in-depth reviews to identify personal and financial needs, delivering tailored wealth management and financial planning services
• Advise on a range of products, including HSBC and external offerings
• Deliver needs-based solutions through effective communication and influencing
• Monitor and assess risks and opportunities for the business

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

People-oriented individuals seeking to build 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 meaningful relationships, we want to meet you!

What we'll give you:

• Opportunities for personal development, new clients, and career progression
• Benefits including pension, life insurance, employee discounts, share options, bonuses, and medical care
• International opportunities
• Full training and ongoing coaching
• Involvement in initiatives to make a difference

What you'll give us:

• Relevant Level 4 qualifications (Dip CII, CISI, or equivalent)
• Current CAS status (desired)
• Experience providing holistic financial advice
• Previous roles as a Wealth Adviser, IFA, or Financial Planning Manager
• Experience in retail banking, relationship management, or front office environments

At HSBC, we're committed to diversity and inclusion. We encourage applications from all backgrounds and will provide accommodations during the recruitment process if needed. Contact us at hsbc.recruitment@hsbc or [phone]. Job ID 3971