Area Wealth Analyst Branch

If you're looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further. Our Wealth Management teams provide a range of services to HSBC customers, supporting key life events, such as saving for university fees, buying a new home through to retirement planning;

whilst protecting their family and interests for every eventuality, providing confidence and reassurance. We support every aspect of a customer's financial life, helping them to grow, manage and preserve their wealth and provide a professional service in a world of increasing complexity. This includes a greater range of financial products and solutions, and a better understanding of our customers' affairs.

For us, Wealth Management is genuinely a relationship-based service. For our customers, this means a tailored approach, personalised attention and our teams working collaboratively to support their entire life journey. A move across the business allows you to continue to access tailored professional development opportunities, and our fantastic benefits packages. Based in our Northampton branch the key responsibilities of this Area Wealth Analyst role will be:

• Providing specialist day to day support to an allocated Wealth Manager whilst also working as part of the overall AWA Team supporting other Wealth Managers in the administration and processing of Wealth products and services
• Supporting the Specialist Retirement Advice (SRA) data gathering process, working with external parties to gather the relevant information for advice to be provided
• Provide an outstanding customer experience to HSBC high net worth clients, through the support for a team of Wealth Managers, smoothing the client journey time and allowing Wealth Managers more time in front of clients
• These clients typically are more demanding and have higher expectations of the bank.
• Provide pre & post-sale support to Wealth Managers including valuations from internal and external investment houses, the preparation of applications forms and after sales processing to meet the regulatory requirement.
• Support the Wealth Managers on day-to-day activities including client planning, pipeline management, co-ordination with product partners and ensuring data and call reports are accurately and timely updated.
• Third party liaison, including discussions, correspondence and progress updates.
• Chasing of medical information from clients and doctors

• Excellent knowledge of HSBC systems, customer's needs, the sales process and the regulatory environment we work in
• Recent Relationship Manager experience and understanding of the systems and tools the Relationship Managers use in their roles. (Desirable) Flexible & pragmatic approach with a keen eye for detail and a desire to find ways to continually improve the service delivered HSBC customers.

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, socio-economic background 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. If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via