Wealth Manager - Luton

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

Job summary

A leading financial institution is seeking a Wealth Manager in Luton to manage high-value client portfolios and provide tailored financial advice. The ideal candidate will hold relevant Level 4 qualifications and have experience in wealth management. This role offers opportunities for personal development, a flexible benefits package, and training in HSBC products.

Benefits

Flexible benefits package

Non-contributory pension

Annual bonuses

Private medical care

Opportunities for international work

Qualifications

• Hold role-relevant Level 4 qualifications.
• Currently hold CAS status – desired.
• Previous experience providing holistic financial advice.

Responsibilities

• Manage and support a portfolio of high-value premier customers.
• Provide holistic financial advice through key life events.
• Advise on a full range of products and services.

Skills

People-oriented

Holistic financial advice

Effective communication

Relationship management

Education

Level 4 qualifications (Dip CII, CISI or equivalent)

Job description

Wealth Manager – Luton

Company: HSBC

Location: Luton, United Kingdom

Type: Permanent (Full time)

Posted On: 2025-11-01

Salary: Competitive

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

As a Wealth Manager, you'll have access to an impressive portfolio of wealth customers, growth potential, and an opportunity to bring your authentic self to a team that prides itself on making connections and building relationships. You'll support every aspect of a customer's financial life, help them grow, manage and preserve their wealth, and provide a professional service in a world of increasing complexity.

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

What it takes 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?

What we'll give you

• Growth – opportunity for personal development and progression, new clients, robust and supportive network of colleagues, new products, and opportunities to learn and sell on our Wealth Management team.
• A flexible benefits package including non‑contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care.
• Stepping stone to work internationally – branch out to offices worldwide.
• 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 involved in initiatives.
• Support you need to fulfil your potential.

What you'll bring

• 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 – 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 WM).

At HSBC, we are committed to creating diverse and inclusive workplaces. We are 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.