Private Banker

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 an exciting new direction, we offer opportunities, support and rewards that will take you further.

We’re one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.

We’re currently seeking an experienced professional to join our team in the role of Private Banker to join our Midlands regional team.

In this role you’ll primarily provide wealth management services to High-Net-Worth individuals and generate new Assets Under Management (AUM) as well as increasing share of wallet for existing clients with the goal of increasing overall portfolio revenues. The expected target market for will be UK Resident and UK Domiciled clients with investable assets of £5million and above.

This will be an excellent opportunity if you are individual who has managed relationships with Private Banking or Wealth Management clients within the target market or if you are looking to gain further exposure to working with clients with more complex banking requirements.

As an HSBC employee in the UK, you’ll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role you’ll:

• Provide wealth management services to high-net-worth individuals and generate new Assets Under Management as well as increasing share of wallet for existing clients with the goal of increasing overall portfolio revenues.
• Work closely alongside the Senior Relationship Manager who will oversee the overall client relationship. Initially you will support the Senior Relationship Manager by ensuring that the actions identified in the joint meetings held with the senior relationship manager are fully completed in a timely manner and fed back to the clients as necessary.
• Once authorised, and familiar with HSBC private banking advice journey, processes and solutions, you will be required to undertake client meetings on independently and deliver investment suitability reviews, performance conversations and undertake initial pitch discussions.
• Ensure clients understand and are aware of their level of risk.
• With the Relationship Manager / Investment Specialist, review portfolios on a regular basis and develop client profitability.

To be successful in this role you should meet the following requirements:

• Investment advisory and relationship management background gained within a UK Private Banking or Wealth Management business - essential
• Excellent knowledge of investment product solutions and the UK regulatory environment - essential
• Chartered Institute for Securities & Investments Level 4 or Investment Advice Diploma - essential
• Willingness to travel across the Birmingham and wider Midlands region to visit clients
• Excellent communication skills and the ability to manage the demands of senior internal stakeholders

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.

We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

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