Wealth Manager - Walthamstow & Barkingside

HSBC Group; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A global financial services provider is seeking a Wealth Manager to support high value clients in London. This role involves building relationships and providing comprehensive financial advice to help clients achieve their financial goals. The ideal candidate will possess Level 4 qualifications and have experience in retail banking or relationship management.

Benefits

Non-contributory pension

Life insurance

Private medical care

Annual bonuses

Employee discounts

Qualifications

• Essential to hold relevant Level 4 qualifications and meet current Statement of Professional Standing requirements.
• Previous experience providing holistic financial advice on a wide range of products and services.
• Experience in retail banking or relationship management.

Responsibilities

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

Skills

Holistic financial advice

Client relationship management

Portfolio management

Education

Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4)

Job description

Overview

Company: HSBC

Location: London, United Kingdom

Type: Permanent

Posted on: 2025-09-13

Job ID: 23189008

Employment Type: Full time

Salary: Competitive

Wealth Manager role supporting the Wealth and Personal Banking business at HSBC. The team services millions of individuals, families, business owners, investors and entrepreneurs with a range of products and wealth management services. The role focuses on building and maintaining relationships with high value clients and delivering holistic wealth management solutions.

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 (investing for the future, buying a home, planning retirement, protecting family).
• Conduct in-depth reviews to identify personal and financial needs and deliver a consistent, tailored wealth management and financial planning service.
• Advise on a full range of products and services, including HSBC-manufactured products and those from external partners.
• Deliver needs-based solutions through effective communication and influencing.
• Continuously monitor information to assess potential impacts and identify risks and opportunities for the business.

Qualifications

• Hold role-relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4) and meet current Statement of Professional Standing requirements – essential.
• CAS status is desired.
• Previous experience providing holistic financial advice on a wide range of products and services.
• Experience as Wealth Adviser, IFA, Financial Planning Manager or in a similar role.
• Experience in relevant environments (retail banking, relationship management, front office).

What we'll give you

• Growth: personal development, progression, new clients, supportive colleagues, new products and opportunities to learn and sell.
• Security: flex benefits, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, private medical care.
• International opportunities and mobility across HSBC offices worldwide.
• Full training in HSBC products and ongoing coaching, with dedicated admin support.
• Opportunity to contribute to the business through inclusive teamwork and involvement in initiatives.
• Support to fulfil your potential.

What you’ll give us

• Hold Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4) and meet current Statements of Professional Standing – essential.
• CAS status is desired.
• Experience providing holistic financial advice on a wide range of products and services.
• Experience as Wealth Adviser, IFA, Financial Planning Manager or in a similar role.
• Experience in relevant environments (retail banking, relationship management, front office).

We are committed to creating diverse and inclusive workplaces. If you need accommodations during the recruitment process, please contact our Recruitment Helpdesk: Email [e-mail], Tel [phone].