Private Banker jobs in United Kingdom

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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 clients.

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

Wealth Management is 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 values making connections and building relationships. You’ll support every aspect of a customer’s financial life, helping them grow, manage, and preserve their wealth, and providing professional service in a complex world.

Here’s what else you’ll be able to do in this role:

1. Manage and support a portfolio of high-value premier customers
2. Act as a trusted adviser to our 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
3. Conduct in-depth reviews to identify personal and financial needs and deliver tailored wealth management and financial planning services
4. Advise on a range of products and services, including HSBC products and external partners'
5. Deliver needs-based solutions through effective communication and influencing
6. Continuously monitor and gather information to assess impacts, risks, and opportunities for the business

What does it take to be successful as a Wealth Manager?

People-oriented individuals aiming to build their portfolios, grow HSBC’s Wealth and Personal Banking business safely, and advance their careers.

Are you motivated by challenges? Do you have a growth mindset and a drive for rewards? Do you enjoy creating meaningful connections with colleagues and clients? If you answered yes to any of these, we want to meet you!

What we’ll give you:

• Opportunities for personal development, career progression, new clients, and a supportive network
• Security benefits, including pension, life insurance, employee discounts, share options, bonuses, and medical care
• International career stepping stone opportunities
• Full training and ongoing coaching in HSBC products and services
• Participation in initiatives to make a difference and contribute to business success

What you’ll give us:

• Relevant Level 4 qualifications (Dip CII, CISI, or equivalent QCF RDR level 4) and current Statement of Professional Standing
• CAS status is desired
• Experience providing holistic financial advice on a range of products
• Previous roles in wealth advising, IFA, financial planning, or similar
• Experience in retail banking, relationship management, or front office environments

We value diversity and are committed to creating inclusive workplaces. We are a Disability Confident Leader and will offer interviews to candidates with disabilities or neurodivergence who meet minimum role criteria. If you need accommodations during the recruitment process, contact our Recruitment Helpdesk.