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Holistic Wealth Advisor HNW Clients

Job in Guildford, Surrey County, GU1, England, UK
Listing for: HSBC
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services
Job Description & How to Apply Below
Position: Holistic Wealth Advisor for HNW Clients
A leading financial institution is seeking a Wealth Manager to support a portfolio of high-value customers. The role involves providing personalized financial advice and helping clients manage and grow their wealth. Candidates are expected to hold Level 4 qualifications and have experience in holistic financial advice. This position offers opportunities for career progression and a flexible benefits package, including life insurance and private medical care.
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