Wealth Manager - Walthamstow & Barkingside

HSBC; London; On-site; GBP 45,000 - 75,000; Full time

Job summary

A leading bank seeks a Wealth Manager to support and manage a portfolio of high-value clients in London. The role emphasizes relationship-building and personalized financial advice, overseeing client growth and wealth management. Ideal candidates will possess Level 4 qualifications and experience in financial advising, with opportunities for development and career growth.

Benefits

Growth opportunities through personal development

Security benefits including pension and life insurance

Employee discounts and bonuses

Full training on HSBC products and services

International career pathways

Qualifications

• Experience providing holistic financial advice across various products.
• Previous roles such as Wealth Adviser, IFA, or Financial Planning Manager.
• CAS status is preferred.

Responsibilities

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

Skills

Relationship Management

Client Advisory

Financial Analysis

Risk Assessment

Education

Relevant Level 4 qualifications (Dip CII, CISI, or equivalent)

Job description

Wealth Manager - Walthamstow & Barkingside

Brand: HSBC

Area of Interest: Branch and Retail Banking

Location: London, GB, E17 4QN

Work style: Office Worker

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. We offer opportunities, support, and rewards to help you advance your career or explore new directions.

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 for 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 manage a portfolio of wealth clients, support their financial needs, and build lasting relationships. You’ll help clients grow, manage, and preserve their wealth, providing professional advice in a complex financial environment.

Key responsibilities include:

1. Managing and supporting a portfolio of high-value premier customers
2. Acting as a trusted adviser, providing holistic financial advice, and supporting clients through key life events
3. Conducting in-depth reviews to identify clients’ personal and financial needs
4. Advising on a range of products, including HSBC offerings and external partners
5. Delivering tailored solutions through effective communication
6. Monitoring information to assess risks and opportunities

What does it take to succeed?

We look for people-oriented individuals eager to build their portfolios and grow the HSBC Wealth and Personal Banking business. If you enjoy challenges, are competitive, have a growth mindset, and value building meaningful relationships, we want to meet you!

What we’ll offer you:

• Growth opportunities through personal development, new clients, and a supportive network
• Security benefits including pension, life insurance, employee discounts, bonuses, and medical care
• International career pathways
• Full training and ongoing coaching on HSBC products and services
• Opportunities to contribute to business success and participate in initiatives

What you’ll need to give us:

• Relevant Level 4 qualifications (Dip CII, CISI, or equivalent), and current Statement of Professional Standing
• CAS status is preferred
• Experience providing holistic financial advice across a range of products
• Previous roles such as Wealth Adviser, IFA, or Financial Planning Manager
• Experience in retail banking, relationship management, or front office environments

We are committed to diversity and inclusion. We welcome applications from candidates with disabilities or neurodivergence and will provide accommodations during the recruitment process. For assistance, contact our Recruitment Helpdesk.