Wealth Manager - Richmond

HSBC; Greater London; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Wealth Manager to join their dynamic Wealth Management team. This role offers the chance to build meaningful relationships with high-value clients while providing expert financial advice tailored to their unique needs. You will manage a diverse portfolio, guiding clients through significant financial decisions and helping them achieve their goals. The company prides itself on personal development opportunities and a supportive environment that fosters career growth and inclusivity. If you're passionate about finance and relationship-building, this position is perfect for you.

Benefits

Non-contributory pension

Life insurance

Employee discounts

Share options

Private medical care

Qualifications

• Experience in providing holistic financial advice across a wide range of products.
• Relevant Level 4 qualifications and current Statement of Professional Standing.

Responsibilities

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

Skills

Holistic Financial Advice

Relationship Management

Communication Skills

Financial Planning

Education

Level 4 Qualifications (e.g., Dip CII, CISI)

Job description

Area of Interest: Branch and Retail Banking

Location: Richmond, GB, TW9 1HG

Work style: Office Worker

Date: 17 Apr 2025

Some careers shine brighter than others.

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 including current accounts, credit cards, personal loans, mortgages, savings, investments, insurance, and wealth management. We also have specialized relationship managers supporting customers with bespoke requirements, including high net worth and ultra-high-net-worth clients.

What will I do as a Wealth Manager at HSBC?

Wealth Management is a relationship-based service where you will create connections with customers and colleagues. As a Wealth Manager, you’ll have access to a portfolio of wealth customers, growth potential, career progression, and an environment that values authenticity and relationship-building. You’ll support all aspects of a customer’s financial life, helping them grow, manage, and preserve their wealth, and providing professional service in a complex world.

In this role, you will:

1. Manage and support a portfolio of high-value premier customers.
2. Act as a trusted adviser, providing holistic financial advice and supporting customers through key life events such as investing, saving for a home, planning retirement, or family protection.
3. Conduct in-depth reviews to identify personal and financial needs, delivering tailored wealth management and financial planning services.
4. Advise on a range of products and services, including those from external partners.
5. Deliver needs-based solutions through effective communication and influencing skills.
6. Monitor information to assess impacts, risks, and opportunities for the business.

What does it take to be successful?

People-oriented individuals eager to build their portfolios, grow HSBC’s Wealth and Personal Banking business safely, 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 offer:

• Opportunities for personal development, new clients, and career growth within our Wealth Management team.
• Security through benefits such as non-contributory pension, life insurance, employee discounts, share options, bonuses, and private medical care.
• Potential international opportunities to start and expand your career globally.
• Full training on HSBC products, ongoing coaching, and dedicated administrative support.
• The chance to contribute to the business’s success and participate in initiatives promoting inclusivity.
• Support to help you fulfill your potential.

What you’ll need:

• Relevant Level 4 qualifications (e.g., Dip CII, CISI, or equivalent QCF RDR level 4) and current Statement of Professional Standing.
• CAS status is desired.
• Experience in providing holistic financial advice across a wide range of products.
• Previous roles as a Wealth Adviser, IFA, Financial Planning Manager, or similar.
• Experience in retail banking, relationship management, or front office environments.

We value diversity and inclusion. HSBC is committed to creating an accessible workplace and will offer accommodations during the recruitment process for candidates who need them. We are proud to be a Disability Confident Leader and encourage candidates with disabilities, long-term conditions, or neurodivergence to apply if they meet the role's minimum criteria.