Wealth Manager - South Yorkshire

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

Job summary

An established industry player is seeking a Wealth Manager to join their team in Rotherham. This role offers the chance to support high-value clients with tailored financial advice, ensuring their needs are met through effective communication and relationship building. The company values personal development and offers extensive training, along with security benefits including pension and private medical care. If you are driven, enjoy challenges, and are eager to grow in a supportive environment, this opportunity is perfect for you.

Benefits

Pension

Life Insurance

Employee Discounts

Private Medical Care

Bonuses

International Work Opportunities

Full Training

Ongoing Coaching

Inclusive Team Environment

Qualifications

• Experience in providing holistic financial advice across various products.
• Role-relevant qualifications and current Statement of Professional Standing.

Responsibilities

• Manage a portfolio of high-value premier customers.
• Provide tailored wealth management services to meet customer needs.

Skills

Holistic Financial Advice

Relationship Management

Risk Assessment

Communication Skills

Education

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

Job description

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Wealth Manager - South Yorkshire, Rotherham

Client: HSBC Global Services Limited

Location: Rotherham, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: 34f9b699abee

Job Views: 2

Posted: 08.05.2025

Expiry Date: 22.06.2025

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. HSBC offers opportunities, support, and rewards to help you grow professionally.

Our Wealth and Personal Banking 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 for high net worth clients.

Role Responsibilities:

• 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.
• Conduct in-depth reviews to identify customers' personal and financial needs, delivering tailored wealth management services.
• Advise on a range of products, including HSBC offerings and external partners.
• Deliver needs-based solutions through effective communication and influence.
• Monitor and assess potential risks and opportunities for the business.

Success Factors:

People-oriented individuals with a desire to build portfolios, grow HSBC's wealth management business, and advance their careers. Candidates should enjoy challenges, be performance-driven, have a growth mindset, and thrive in building meaningful relationships.

What We Offer:

• Opportunities for personal development, new clients, and career progression.
• Security benefits including pension, life insurance, employee discounts, bonuses, and private medical care.
• Potential for international work opportunities.
• Full training and ongoing coaching.
• Inclusive team environment and involvement in impactful initiatives.

Candidate Requirements:

• Role-relevant Level 4 qualifications (e.g., Dip CII, CISI) and current Statement of Professional Standing.
• CAS status is preferred.
• Experience in providing holistic financial advice across a 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 are committed to diversity and inclusion. We welcome applicants with disabilities or neurodivergence and offer accommodations during the recruitment process. For assistance, contact our Recruitment Helpdesk.