A role for experienced financial professionals to manage high-value Premier customers with wealth portfolios between £750K and £1.5M. Candidates will provide holistic financial advice, support customers through key life events, and deliver tailored wealth management services for HSBC clients.
As a High Net Worth Wealth Manager, your primary responsibilities will include working alongside the Premier Relationship Director to support a portfolio of high-value customers, providing comprehensive financial guidance and strategic wealth management solutions. You will conduct in-depth reviews to identify personal and financial needs, and deliver consistent, personalized services across a range of financial products.
Required experience includes holding relevant Level 4 qualifications such as Dip CII, CISI, or equivalent QCF RDR level 4 qualification. Candidates must have previous experience providing holistic financial advice across various products and services, with a proven track record of working with high net worth clients in roles such as Wealth Adviser, Independent Financial Advisor, or Financial Planning Manager. Strong communication skills, analytical capabilities, and the ability to assess potential business risks and opportunities are essential.
HSBC offers significant professional development opportunities, including full training in products and services, ongoing coaching, dedicated analyst support, and potential international career progression. The compensation package includes flexible benefits, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care. The role provides a platform for continuous learning, career growth, and the opportunity to make meaningful contributions to the bank's wealth management business.
