Wealth Manager Sheffield

HSBC; Sheffield; On-site; GBP 50,000 - 70,000; Full time

Job summary

A global banking and financial services company in the UK seeks a dedicated Wealth Manager to manage a portfolio of high-value clients. This role involves providing tailored financial advice and supporting clients through crucial life changes. Candidates must hold Level 4 qualifications and possess experience in financial advisory roles. The position offers opportunities for career growth and a flexible benefits package including a non-contributory pension and private medical care.

Benefits

Non-contributory pension

Life insurance

Employee discounts

Annual bonuses

Private medical care

Qualifications

• Hold Level 4 qualifications and CAS status.
• Experience providing holistic financial advice.
• Worked as a Wealth Adviser or similar role.

Responsibilities

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

Skills

Business Development

Estate Law

Sales Experience

Trusts

Wealth Management

Financial Services

Organizational skills

Investment Experience

Banking

Securities Law

Financial Planning

Wills

Education

Level 4 qualifications (Dip CII, CISI or equivalent)

Job description

If you’re looking for a career that will help you stand out join HSBC and fulfil 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 specialised relationship managers who support customers with bespoke requirements including high net worth and ultra‑high‑net‑worth.

What will I get to do as a Wealth Manager at HSBC

Whether you’re creating connections with customers or colleagues, Wealth Management is genuinely a relationship‑based service. 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 prides itself on making connections and building relationships. You’ll support every aspect of a customer’s financial life – help them grow, manage and preserve their wealth and provide a professional service in a world of increasing complexity.

Responsibilities

• Manage and support a portfolio of high‑value premier customers.
• Act as a trusted adviser to new and existing customers, providing holistic financial advice and supporting them through key life events such as investing for the future, saving for a new home, planning for retirement or protecting their family.
• Conduct in‑depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients.
• Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.
• Deliver needs‑based solutions through effective communication and influencing.
• Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business.

What it takes to be successful as a Wealth Manager

People‑oriented individuals looking to build their portfolios, safely grow the HSBC Wealth and Personal Banking business and move the needle on their careers. Do you like a challenge? Are you competitive and base your success on performance? Do you have a growth mindset and a drive for reward? Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships? Do you use the many resources and the diverse talented co‑workers around you to help answer the hard questions? If you answered yes to any of these questions we want to meet you!

What we offer

• Growth – opportunity for personal development and progression, new clients, a robust and supportive network of colleagues, new products and new opportunities to learn and provide needs‑based solutions in our Wealth Management team.
• A flexible benefits package including non‑contributory pension, life insurance, employee discounts, share options, annual bonuses and private medical care.
• Stepping‑stone to work internationally – this can be your place to start and branch out to anywhere we have offices around the world.

Full training in HSBC products and services with ongoing coaching throughout your career and dedicated admin support.

An opportunity to contribute to the ongoing success of the business by being an inclusive team member with prospects to be involved in multiple initiatives to make a difference.

What we expect from you

• Hold role‑relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF/RDR level 4 qualification) and meet current Statement of Professional Standing requirements – essential.
• Currently hold CAS status – desired.
• Previous experience providing holistic financial advice on a wide range of products and services.
• Have previously worked as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role.
• Experience working in relevant environments (retail banking relationship management front office).
• We are open to different points of view – at HSBC we are dedicated to creating diverse and inclusive workplaces.
• Inclusive hiring – we are 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 require accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk.

Key Skills

• Business Development
• Estate Law
• Sales Experience
• Trusts
• Wealth Management
• Financial Services
• Organizational skills
• Investment Experience
• Banking
• Securities Law
• Financial Planning
• Wills

Employment Type

Full Time – 1 vacancy.