A role for people-oriented professionals looking to build their portfolio in wealth management, supporting high-value premier customers with holistic financial advice and tailored wealth management services at HSBC's Wealth and Personal Banking division.
Primary responsibilities include managing and supporting a portfolio of high-value premier customers, acting as a trusted financial adviser providing comprehensive financial guidance through key life events such as investment planning, home savings, retirement planning, and family financial protection.
Required experience includes holding Level 4 qualifications (Dip CII, CISI or equivalent), meeting current Statement of Professional Standing requirements, preferably holding CAS status, with previous experience providing holistic financial advice across a wide range of financial products and services, ideally having worked as a Wealth Adviser, Independent Financial Adviser, or Financial Planning Manager.
HSBC offers significant professional development opportunities, including full training in products and services, ongoing coaching, dedicated admin support, competitive benefits package with flex benefits, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and potential international career progression with comprehensive medical care.
