Wealth Manager - Sevenoaks

HSBC Global Services Limited; Sevenoaks; On-site; GBP 40,000 - 60,000; Full time

Job summary

Join a leading financial services provider as a Wealth Manager, where you’ll manage a portfolio of high-value clients and provide them with holistic financial advice. The role offers growth opportunities, extensive training, and the chance to work within a diverse, inclusive environment, helping clients navigate their financial journeys while developing your own career.

Benefits

Pension

Life Insurance

Employee Discounts

Share Options

Bonuses

Medical Care

Comprehensive Training

Qualifications

• Role-relevant Level 4 qualifications and current Statement of Professional Standing.
• Experience providing holistic financial advice across a range of products.
• Previous roles as Wealth Adviser, IFA, Financial Planning Manager.

Responsibilities

• Manage and support a portfolio of high-value premier customers.
• Conduct in-depth reviews to identify personal and financial needs.
• Advise on a range of products and services.

Skills

Holistic financial advice

Interpersonal skills

Communication skills

Problem-solving

Education

Level 4 qualifications (Dip CII, CISI or equivalent)

Job description

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. As a Wealth Manager, you'll have access to a diverse portfolio of wealth customers, growth opportunities, career progression, and an environment that encourages authentic connections and relationship building. You'll support all aspects of a customer’s financial life, helping them grow, manage, and preserve their wealth while providing professional service in a complex world.

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

What does it take to succeed?

People-oriented individuals aiming 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’ll offer

• Growth opportunities through personal development, new clients, and a supportive network
• Security with benefits such as pension, life insurance, employee discounts, share options, bonuses, and medical care
• International career pathways
• Comprehensive training and ongoing coaching
• Opportunities to contribute to business success and participate in initiatives

What you’ll need

• Role-relevant Level 4 qualifications (Dip CII, CISI, or equivalent QCF RDR level 4) and current Statement of Professional Standing
• CAS status (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

At HSBC, we value diversity and inclusion, creating workplaces where everyone can thrive. We are proud to be a Disability Confident Leader and encourage candidates with disabilities or neurodivergence to apply. For accommodations during recruitment, contact our Recruitment Helpdesk at [e-mail] or [phone].