High Net Worth Wealth Manager - Private Bank

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 are currently seeking an experienced professional to join our team in the role High Net Worth Wealth Manager within our Regional Private Banking team.

In this role you’ll provide expert financial advice to clients within your segment. You’ll also have the opportunity to acquire and develop relationships with clients as well as collaborate with colleagues to generate new opportunities.

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.

• Actively manage client portfolios - be the primary point of contact in providing Wealth Management and Financial Planning advice for clients.
• Grow HSBC’s share of relevant customer segments wallet involving investment and other products.
• Successfully implementation Wealth acquisition strategies and acquiring new-to-bank customers via central, self-generated leads or Branch opportunities.
• Work closely with Relationship Managers and other colleagues to ensure a coordinated approach to enhancing client experience.
• Gain a thorough understanding of customer requirements through approved methods to review and build strong relationships with them. You will identify Wealth and other needs, making full use of your franchise to ensure quality referrals and introductions to colleagues.

• Wealth Management or Private Background within a UK regulatory client facing capacity - essential
• Chartered Institute for Securities & Investments Level 4 qualified as a minimum is essential with the aim of becoming Level 6 qualified within your first 12 months.
• Proven track record of practical Relationship Management and Wealth Advisory expertise – essential
• Demonstrable working knowledge of financial markets, advisory services, alternative asset classes and private market investments - essential
• Highly effective collaboration and communication skills
• The ability to travel across the North West Region to visit clients - essential

Opening up a world of opportunity.

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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