Wealth Manager - Secondment Up to 6 Months

HSBC Holdings plc; Abingdon; On-site; GBP 65,000 - 90,000; Full time

Job summary

HSBC Holdings plc is seeking an experienced Wealth Manager for an internal secondment within Wealth and Personal Banking (WPB) in the UK. The role focuses on providing face-to-face financial advice for clients with significant investment value and building deep client relationships.

The position requires delivering regulated solutions, collaborating with Relationship Managers, and maintaining compliance with AML/CDD requirements within HSBC platforms and processes.

Qualifications

• Proven experience in delivering regulated financial advice.
• Strong relationship-management skills to acquire, develop and retain customers.
• Ability to translate customer needs into suitable solutions and referrals.
• Ability to collaborate with Relationship Managers and wider teams.
• Knowledge of retail-banking products and services.
• Proficiency with AML and CDD requirements in complex situations.

Responsibilities

• Provide professional, policy-compliant financial advice to customers within the relevant franchise.
• Build and maintain strong customer relationships through approved engagement methods.
• Conduct regular reviews of customers’ wealth requirements and portfolios with Relationship Managers.
• Support asset retention and attract new assets from external providers and through opportunities.
• Coordinate with WPB, Premier, CMB, Mortgages and Retail Banking to support customers.
• Navigate AML and CDD requirements while using HSBC systems confidently.

Skills

Financial advice

Relationship management

Client focus

AML/CDD knowledge

Tools

HSBC systems

Job description

If you’re looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further.

We are currently seeking an experienced professional to join our team via secondment in the role of Wealth Manager.

As a Wealth Manager in WPB you’ll provide face-to-face financial advice for clients with £100k - £750k in investment value in line with our policies and procedures. You’ll focus on building deep client relationships and translating a clear understanding of short- and long-term goals into practical financial planning solutions. You’ll work closely with Relationship Managers and wider WPB colleagues to identify needs across investments and broader banking and refer customers to the right channels and specialists. You’ll also support growth through quality introductions and new-to-bank acquisition including through networking and events. Success means consistent, high-quality advice, strong customer outcomes and disciplined delivery in a regulated environment including navigating AML and CDD requirements. You’ll contribute to business objectives while maintaining the operational integrity expected at HSBC. To find out more and register to attend please click this link.

In this role you’ll:

• Provide professional, policy-compliant financial advice to customers within the relevant franchise, delivering regulated solutions that meet their financial objectives.
• Build and maintain strong customer relationships through approved engagement methods, developing a clear understanding of customers’ needs and expectations.
• Conduct regular reviews of customers’ wealth requirements and portfolios in partnership with Relationship Managers to identify appropriate opportunities.
• Support asset retention and attract new assets, including transferring assets into HSBC from external providers, through central, self-generated and branch-based opportunities.
• Work collaboratively with colleagues across Wealth and Personal Banking (WPB), Premier, Commercial Banking (CMB), Mortgages and Retail Banking to coordinate customer support, referrals and wealth-acquisition activity, including networking and events.
• Apply the appropriate level of expertise to manage Anti-Money Laundering (AML) and Customer Due Diligence (CDD) requirements, taking account of each customer’s complexity.

To be successful in this role you should meet the following requirements:

• Proven experience in delivering regulated financial advice and applying core financial-planning principles.
• Able to use strong relationship-management skills to acquire, develop and retain customer relationships.
• Can identify customer needs and translate them into suitable solutions and referrals across relevant products and services.
• Able to collaborate effectively with Relationship Managers and wider teams to provide a coordinated customer experience.
• Can apply market knowledge and an understanding of retail-banking products and services to support positive customer outcomes.
• Confident with managing Anti-Money Laundering (AML) and Customer Due Diligence (CDD) requirements effectively, including in more complex customer situations, while using HSBC banking systems and regulated platforms confidently.
• Strong communicator who can clearly influence, negotiate and build trust with customers and internal stakeholders.

To support you with putting your best foot forward for our internal opportunities, you are invited to take advantage of our CV and Interview workshops, hosted by our Talent Acquisition team. To find out more and register to attend please click this link.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being 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.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [e-mail].