Wealth Manager - Richmond

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

Job summary

An established industry player is seeking a dedicated Wealth Manager to enhance their Wealth and Personal Banking business. In this role, you will manage a portfolio of high-value clients, providing tailored financial advice and solutions. You will have the opportunity to grow your career through personal development and international opportunities, all while working in an inclusive environment that values relationship-building. If you're motivated by challenges and ready to make a meaningful impact, this role is perfect for you.

Benefits

Non-contributory pension

Life insurance

Employee discounts

Share options

Private medical care

Growth opportunities

Full training on products

Ongoing coaching

Dedicated admin support

Qualifications

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

Responsibilities

• Manage and support a portfolio of high-value premier customers.
• Provide holistic financial advice and support through key life events.

Skills

Holistic Financial Advice

Relationship Management

Portfolio Management

Communication Skills

Education

Level 4 Qualifications (Dip CII, CISI)

Job description

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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 that include current accounts, credit cards, personal loans, and mortgages, as well as 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 where you’ll create connections with customers and colleagues. As a Wealth Manager, you'll have access to an impressive portfolio of wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to a team that values making connections and building relationships. You’ll support every aspect 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 for the future, saving for a home, planning for retirement, or protecting their family
3. Conduct in-depth reviews to identify personal and financial needs, delivering tailored wealth management and financial planning services
4. Advise on a full range of products and services, including those from external partners
5. Deliver needs-based solutions through effective communication and influencing
6. Continuously monitor and gather information to assess impacts, risks, and opportunities for the business

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

We look for people-oriented individuals eager to build their portfolios, grow HSBC’s Wealth and Personal Banking business, and advance their careers.

Are you motivated by challenges? Do you enjoy working with colleagues and clients to create meaningful relationships? Do you leverage resources and diverse talent around you? If you answered yes to any of these, we want to meet you!

What we’ll give you:

• Growth opportunities for personal development, new clients, and career progression within our Wealth Management team
• Security through benefits such as non-contributory pension, life insurance, employee discounts, share options, bonuses, and private medical care
• International work opportunities, allowing you to start here and branch out globally
• Full training on HSBC products and ongoing coaching, with dedicated admin support
• An inclusive environment where you can contribute to the business’s success and participate in initiatives making a difference
• The support needed to fulfill your potential

What you’ll give us:

• 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 providing holistic financial advice across a range of products and services
• Previous roles as a Wealth Adviser, IFA, Financial Planning Manager, or similar
• Experience in retail banking, relationship management, or front office environments

We are committed to diversity and inclusion. We welcome applicants regardless of gender, ethnicity, disability, religion, sexual orientation, or age. We are a Disability Confident Leader and will offer interviews to candidates with disabilities, long-term conditions, or neurodivergence who meet the role’s minimum criteria. If you need accommodations during the recruitment process, please contact our Recruitment Helpdesk.