Wealth Manager - Wigan

Job content

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 to retirement; 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.

As a result of continued growth in the HSBC UK Wealth business, we are actively recruiting for an experienced Wealth Manager to join our team servicing our high net worth customers in Wigan and surrounding areas.

This role will give you the opportunity to join this dedicated team where you will be acting as a trusted adviser to our new and existing high net worth 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.

You will have dedicated and continued support from a Relationship Manager who will aide you with proactive client contact, dealing with client banking queries, support with some back office processing and work alongside branch colleagues to grow new client opportunities.

In this role, you will:

• 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.
• Have access to a wide range of product specialists to help and support you, which include pensions, legacy tax planning, protection and investments.
• Build and maintain strong relationships with both new and existing clients
• Comply with the regulations and procedures that govern our business and products.

Requirements

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

• Have role relevant qualifications, i.e. Dip CII (or equivalent QCF RDR level 4 qualification)
• Previous experience providing holistic financial advice on a wide range of products and services
• Have previously worked as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role

If this sounds like you and you thrive on pro-actively managing a portfolio of clients and making suitable recommendations for products and services based on customer needs, we’d love to hear from you.

You’ll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies