Wealth Manager

Description:

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

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

• Manage and support a portfolio of high value premier customers

• 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 your future, saving for a new home, planning for retirement or protecting their family for every eventuality

• Conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients

• Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners

• Deliver needs-based solutions through effective communication and influencing

• Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business

Requirements

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

People-oriented individuals looking to build their portfolios, safely grow the HSBC Wealth and Personal Banking business, and move the needle on their careers.

Do you like a challenge? Are you competitive and base your success on performance? Do you have a growth mindset and a drive for reward? Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships? Do you use the many resources and the diverse, talented co-workers around you to help answer the hard questions?