Wealth Manager - Maidenhead

TN United Kingdom; Maidenhead; On-site; GBP 50,000 - 70,000; Full time

Job summary

HSBC is seeking a Wealth Manager to support high-value clients with tailored financial advice and wealth management services. The role involves managing client portfolios, conducting needs assessments, and delivering solutions through effective communication. Join a company that values growth, diversity, and inclusivity, offering comprehensive training and career progression opportunities.

Benefits

Security benefits, including pensions and insurance

Employee discounts

Bonuses

Medical care

Comprehensive training and ongoing coaching

Qualifications

• Experience providing holistic financial advice on diverse products.
• Previous roles as a Wealth Adviser, IFA, or Financial Planning Manager.

Responsibilities

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

Skills

People-oriented

Performance-driven

Growth-minded

Education

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

Job description

Job Description: Wealth Manager at HSBC

Join HSBC and fulfill your potential in a career that helps you stand out. Whether aiming for top positions or exploring new directions, HSBC offers opportunities, support, and rewards to advance your career.

Our Wealth and Personal Banking division supports millions worldwide with products including current accounts, credit cards, loans, mortgages, savings, investments, insurance, and wealth management. We also offer specialized relationship management for high net worth clients.

Role Responsibilities:

1. Manage and support a portfolio of high-value premier customers.
2. Act as a trusted adviser, providing holistic financial advice during key life events such as investing, home buying, retirement planning, or family protection.
3. Conduct in-depth reviews to identify clients' personal and financial needs, delivering tailored wealth management and financial planning 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 information to assess impacts, risks, and opportunities for the business.

Success Criteria:

Individuals who are people-oriented, performance-driven, growth-minded, and eager to build meaningful client and colleague relationships.

What We Offer:

• Opportunities for personal growth, client acquisition, and career progression.
• Security benefits, including pensions, insurance, employee discounts, bonuses, and medical care.
• International career stepping stones.
• Comprehensive training and ongoing coaching.
• Involvement in initiatives fostering inclusivity and making a difference.

Candidate Requirements:

• Level 4 qualifications (Dip CII, CISI, or equivalent) and current Statement of Professional Standing.
• CAS status preferred.
• Experience providing holistic financial advice on diverse products.
• Previous roles as a Wealth Adviser, IFA, or Financial Planning Manager.
• Experience in retail banking, relationship management, or front office environments.

Our Commitment to Diversity:

We value diverse perspectives and are dedicated to inclusive workplaces. We are a Disability Confident Leader and offer interview opportunities to candidates with disabilities or neurodivergence who meet role criteria. For accommodations during recruitment, contact our Recruitment Helpdesk.