297 Wealth Manager jobs in the United Kingdom

Wealth Manager

HBL Bank UK

Posted 2 days ago

Job Viewed

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Job Description

About the Role

As a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your primary goal is to grow and preserve wealth for your clients while considering their financial goals, risk tolerance, and overall financial situation.


Responsibilities

  • Build and maintain strong relationships with clients to understand their financial goals, needs, and preferences.
  • Responsible for revenue and asset targets as assigned from time to time and cross selling of Banking products.
  • Maintain high level of knowledge of global markets, assets, and the latest trends in the investment world.
  • Assess, prepare, and present credit applications whenever required.
  • Successfully onboard new clients while maintaining and deepening relationships with existing clients.
  • Compliance with Bank’s policies, FCA and anti-money laundering regulations, CASS, Consumer Duty & MiFiD II regulations.
  • Maintain accurate and up-to-date records of client interactions and transactions.
  • Review clients’ portfolios, regularly, to ensure they are on track.
  • Client-Centric Approach: Cultivate and maintain strong client relationships based on trust, integrity, and a commitment to meeting clients' financial goals while adhering to Consumer Duty principles.
  • Transparent Communication and disclosure - ensure that clients fully understand the costs associated with various products and services.
  • Continuous Regulatory Compliance - Stay abreast of industry regulations and updates related to Consumer Duty. Implement and uphold ethical and regulatory standards.


Qualifications

  • A bachelor's degree in finance, business, economics, or a related field is often required.
  • Advanced degrees (e.g., MBA or CFA).
  • Relevant certifications, such as Chartered Institute for Securities & Investment (CISI), Chartered Financial Analyst (CFA).


Required Skills

  • Relevant experience in the investment sector with deep understanding of investment markets.
  • The ability to analyse financial data, market trends, and investment options.
  • Strong interpersonal and communication skills are essential for building and maintaining client relationships.
  • Ability to network and establish relationships with clients / customer service skills.
  • Negotiation and influencing skills.
  • Collaboration / ability to work in a team.
  • A good level of numeracy and IT skills including knowledge of trading systems.
  • Discretion, client confidentiality, ethical and professional approach to work.


Equal Opportunity Statement

  • We are committed to diversity and inclusivity.
This advertiser has chosen not to accept applicants from your region.

Wealth Manager

London, London HBL Bank UK

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

About the Role

As a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your primary goal is to grow and preserve wealth for your clients while considering their financial goals, risk tolerance, and overall financial situation.


Responsibilities

  • Build and maintain strong relationships with clients to understand their financial goals, needs, and preferences.
  • Responsible for revenue and asset targets as assigned from time to time and cross selling of Banking products.
  • Maintain high level of knowledge of global markets, assets, and the latest trends in the investment world.
  • Assess, prepare, and present credit applications whenever required.
  • Successfully onboard new clients while maintaining and deepening relationships with existing clients.
  • Compliance with Bank’s policies, FCA and anti-money laundering regulations, CASS, Consumer Duty & MiFiD II regulations.
  • Maintain accurate and up-to-date records of client interactions and transactions.
  • Review clients’ portfolios, regularly, to ensure they are on track.
  • Client-Centric Approach: Cultivate and maintain strong client relationships based on trust, integrity, and a commitment to meeting clients' financial goals while adhering to Consumer Duty principles.
  • Transparent Communication and disclosure - ensure that clients fully understand the costs associated with various products and services.
  • Continuous Regulatory Compliance - Stay abreast of industry regulations and updates related to Consumer Duty. Implement and uphold ethical and regulatory standards.


Qualifications

  • A bachelor's degree in finance, business, economics, or a related field is often required.
  • Advanced degrees (e.g., MBA or CFA).
  • Relevant certifications, such as Chartered Institute for Securities & Investment (CISI), Chartered Financial Analyst (CFA).


Required Skills

  • Relevant experience in the investment sector with deep understanding of investment markets.
  • The ability to analyse financial data, market trends, and investment options.
  • Strong interpersonal and communication skills are essential for building and maintaining client relationships.
  • Ability to network and establish relationships with clients / customer service skills.
  • Negotiation and influencing skills.
  • Collaboration / ability to work in a team.
  • A good level of numeracy and IT skills including knowledge of trading systems.
  • Discretion, client confidentiality, ethical and professional approach to work.


Equal Opportunity Statement

  • We are committed to diversity and inclusivity.
This advertiser has chosen not to accept applicants from your region.

Wealth Manager

HBL Bank UK

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

About the Role

As a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your primary goal is to grow and preserve wealth for your clients while considering their financial goals, risk tolerance, and overall financial situation.


Responsibilities

  • Build and maintain strong relationships with clients to understand their financial goals, needs, and preferences.
  • Responsible for revenue and asset targets as assigned from time to time and cross selling of Banking products.
  • Maintain high level of knowledge of global markets, assets, and the latest trends in the investment world.
  • Assess, prepare, and present credit applications whenever required.
  • Successfully onboard new clients while maintaining and deepening relationships with existing clients.
  • Compliance with Bank’s policies, FCA and anti-money laundering regulations, CASS, Consumer Duty & MiFiD II regulations.
  • Maintain accurate and up-to-date records of client interactions and transactions.
  • Review clients’ portfolios, regularly, to ensure they are on track.
  • Client-Centric Approach: Cultivate and maintain strong client relationships based on trust, integrity, and a commitment to meeting clients' financial goals while adhering to Consumer Duty principles.
  • Transparent Communication and disclosure - ensure that clients fully understand the costs associated with various products and services.
  • Continuous Regulatory Compliance - Stay abreast of industry regulations and updates related to Consumer Duty. Implement and uphold ethical and regulatory standards.


Qualifications

  • A bachelor's degree in finance, business, economics, or a related field is often required.
  • Advanced degrees (e.g., MBA or CFA).
  • Relevant certifications, such as Chartered Institute for Securities & Investment (CISI), Chartered Financial Analyst (CFA).


Required Skills

  • Relevant experience in the investment sector with deep understanding of investment markets.
  • The ability to analyse financial data, market trends, and investment options.
  • Strong interpersonal and communication skills are essential for building and maintaining client relationships.
  • Ability to network and establish relationships with clients / customer service skills.
  • Negotiation and influencing skills.
  • Collaboration / ability to work in a team.
  • A good level of numeracy and IT skills including knowledge of trading systems.
  • Discretion, client confidentiality, ethical and professional approach to work.


Equal Opportunity Statement

  • We are committed to diversity and inclusivity.

This advertiser has chosen not to accept applicants from your region.

Wealth Manager

London, London HBL Bank UK

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

About the Role

As a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your primary goal is to grow and preserve wealth for your clients while considering their financial goals, risk tolerance, and overall financial situation.


Responsibilities

  • Build and maintain strong relationships with clients to understand their financial goals, needs, and preferences.
  • Responsible for revenue and asset targets as assigned from time to time and cross selling of Banking products.
  • Maintain high level of knowledge of global markets, assets, and the latest trends in the investment world.
  • Assess, prepare, and present credit applications whenever required.
  • Successfully onboard new clients while maintaining and deepening relationships with existing clients.
  • Compliance with Bank’s policies, FCA and anti-money laundering regulations, CASS, Consumer Duty & MiFiD II regulations.
  • Maintain accurate and up-to-date records of client interactions and transactions.
  • Review clients’ portfolios, regularly, to ensure they are on track.
  • Client-Centric Approach: Cultivate and maintain strong client relationships based on trust, integrity, and a commitment to meeting clients' financial goals while adhering to Consumer Duty principles.
  • Transparent Communication and disclosure - ensure that clients fully understand the costs associated with various products and services.
  • Continuous Regulatory Compliance - Stay abreast of industry regulations and updates related to Consumer Duty. Implement and uphold ethical and regulatory standards.


Qualifications

  • A bachelor's degree in finance, business, economics, or a related field is often required.
  • Advanced degrees (e.g., MBA or CFA).
  • Relevant certifications, such as Chartered Institute for Securities & Investment (CISI), Chartered Financial Analyst (CFA).


Required Skills

  • Relevant experience in the investment sector with deep understanding of investment markets.
  • The ability to analyse financial data, market trends, and investment options.
  • Strong interpersonal and communication skills are essential for building and maintaining client relationships.
  • Ability to network and establish relationships with clients / customer service skills.
  • Negotiation and influencing skills.
  • Collaboration / ability to work in a team.
  • A good level of numeracy and IT skills including knowledge of trading systems.
  • Discretion, client confidentiality, ethical and professional approach to work.


Equal Opportunity Statement

  • We are committed to diversity and inclusivity.

This advertiser has chosen not to accept applicants from your region.

Wealth Manager

London, London Moneyfarm

Posted 12 days ago

Job Viewed

Tap Again To Close

Job Description

Permanent

We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission

To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values:

We’ve built our business on three Principles:

  • Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
  • Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
  • Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

About the role:

We're looking for a Wealth Manager (level 4 IAD, or equivalent) to join our dedicated Wealth Management Team focused on the Premium & private Segment (customers with investment of £100k +). In this role, you'll be part of a team responsible for providing guidance and building strong relationships with our premium clients, all through remote channels like telephone, video call, chat, and email. Your main goal will be to accompany clients throughout their investment journey, helping them to navigate their financial decisions effectively. You will also be conducting portfolio reviews and using cashflow modelling tools to build plans and help your customers make sense of the financial plans and goals.

Key Responsibilities

    • You will be part of the Premium & Private Wealth Management Team, responsible for collaboratively managing and growing the assets of our clients. This involves actively engaging with both new and existing clients through email, phone, and video calls to nurture their portfolios and ensure a consistent, high-quality service experience.
    • Act as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of contact.
    • Act proactively to engage with the client base and achieve agreed-upon targets while maintaining high quality.
    • Keep the CRM database (Salesforce) up to date with all client contact.
    • Use cashflow modelling tool Cashcalc to prepare cashflows for your clients.
    • Conducting portfolio reviews, analysing performance, taking into account the asset breakdown and diversification given the selected level of risk.

As you grow in seniority within the team, further responsibilities are:

    • Work closely with other departments on additional projects to help improve overall client experience
    • Involvement in content and other business projects within Moneyfarm.

Requirements

Qualifications and Skills:

  • University degree.
  • Must have a Level 4 qualification IAD with CISI, CII or equivalent.
  • You have at least 2 years of experience in a financial services company, either as an adviser or working in a paraplanning role.
  • Strong interest in commercial activities.
  • Excellent communication skills, both verbal and written
  • Ability to build strong relationships with customers, strong customer orientation attitude.

Benefits

    • Health Insurance, Wellness plan
    • Fee free investments on Moneyfarm platform
    • Incentive scheme
    • Career development opportunities
    • Training opportunities
    • Regular office social events
    • Happy and friendly culture!
This advertiser has chosen not to accept applicants from your region.

Senior Wealth Manager

Penicuik, Scotland J.P. MORGAN-1

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

permanent


Nutmeg is a leading digital wealth management firm that specialises in providing managed solutions to retail clients. Our mission is to empower individuals to achieve their financial goals through innovative investment strategies and personalised service.

As an experienced and strategic Senior Wealth Manager, You'll be responsible for proactively building and growing your own client bank, managing high-net-worth client relationships, along with helping those who are new to investing. This role requires a deep understanding of the wealth management landscape and a proven track record in client acquisition and relationship management.

Key Responsibilities
  • Proactively identify and pursue new business opportunities to build and grow your own client bank
  • Develop and maintain strong relationships with clients, understanding their financial goals and providing ongoing support.
  • Provide coaching and mentoring to wealth consultants, sharing expertise and insights to help them achieve individual and team targets.
  • Collaborate with the Business Development team to leverage existing client relationships and networks for business growth.
  • Stay informed about market trends, investment products, and regulatory changes to provide informed insights to clients.
  • Ensure compliance with all regulatory requirements and company policies, maintaining the highest standards of professionalism and integrity.

Required Qualifications, Capabilities, and Skills
  • Extensive experience in wealth management, with a proven track record in client acquisition and relationship management.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
  • In-depth knowledge of UK investments, market trends, and regulatory requirements.
  • QCF Level 4 qualified in financial planning or equivalent, with a commitment to ongoing professional development.
  • Strong business development acumen
  • Adept at driving sales growth and exceeding targets

Preferred Qualifications, Capabilities, and Skills
  • Strategic thinker with a proactive approach to identifying and pursuing new business opportunities.
  • RDR Compliant Level 6 Qualifications (CISI, CFA equivalent) are preferred.

Why Join Us:
  • Opportunity to work with a leading digital wealth manager and contribute to innovative financial solutions.
  • Collaborative and supportive work environment with opportunities for professional growth and development.
  • Competitive salary and benefits package.
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
This advertiser has chosen not to accept applicants from your region.

Junior Wealth Manager

deVere Group

Posted today

Job Viewed

Tap Again To Close

Job Description

deVere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.

We are selecting a small group of high-potential trainees to join our elite programme.

What We Offer:

Flights to Malta & accommodation assistance

Intensive, hands-on training to equip you with industry expertise

The opportunity to work in one of our global offices after successful completion

A competitive package with performance-based bonuses

Who We're Looking For:

Strong communicators with problem-solving skills

Ambitious, driven, and eager to succeed

Teachable and proactive individuals

Hardworking candidates ready to seize this opportunity


Programme Details:

Your training begins with
two
months in Malta
, immersing you in the world of private investment and financial advisory. Upon successful completion, you will relocate to a deVere office worldwide to continue and complete your training and development.

Opportunities are limited.
If you're serious about launching a global career, apply today for more details

This advertiser has chosen not to accept applicants from your region.
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Wealth Manager - Nottingham

Nottingham, East Midlands HSBC

Posted today

Job Viewed

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Job Description

Wealth Manager - Nottingham
Brand: HSBC
Area of Interest: Branch and Retail Banking
Location:
Nottingham, GB, NG1 3GA
Work style: Office Worker
Date: 1 Oct 2025
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 simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth
What will I get to do as a Wealth Manager at HSBC?
Whether you're creating connections with customers or colleagues, Wealth Management is genuinely a relationship-based service. As a Wealth Manager, you'll have access to an impressive portfolio of wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to team that prides itself on making connections and building relationships. You'll support every aspect of a customer's financial life, help them grow, manage and preserve their wealth, and provide a professional service in a world of increasing complexity.
Here's what else you'll be able to do in this role:
+ Manage and support a portfolio of high value premier customers
+ Act as a trusted adviser to our new and existing 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
+ Conduct in depth reviews to identify personal and financial needs of customers and 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
+ Deliver needs-based solutions through effective communication and influencing
+ Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business
What does it take to be successful as a Wealth Manager?
People-oriented individuals looking to build their portfolios, safely grow the HSBC Wealth and Personal Banking business, and move the needle on their careers.
Do you like a challenge? Are you competitive and base your success on performance? Do you have a growth mindset and a drive for reward? Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships? Do you use the many resources and the diverse, talented co-workers around you to help answer the hard questions?
If you answered yes to any of these questions, we want to meet you!
What we'll give you:
+ Growth - Opportunity for personal development and progression, new clients, a robust and supportive network of colleagues, new products, and new opportunities to learn and provide a needs based solutions in our Wealth Management team
+ A flexible benefits package including, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care
+ Steppingstone to work internationally - this can be your place to start and branch out to anywhere we have offices around the world
+ Full training in HSBC products and services with ongoing coaching throughout your career and dedicated admin support
+ An opportunity to contribute to the ongoing success of the business, by being an inclusive team member with the prospect to be involved in multiple initiatives to make a difference.
+ The support you need to fulfil your potential
What you'll give us:
+ Hold role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements - essential
+ Currently hold CAS status is desired.
+ 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.
+ Experience working in relevant environments (retail banking, relationship management, front office)
WM2025
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.
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:
Email:
Telephone:
This advertiser has chosen not to accept applicants from your region.

Wealth Manager - Chatham

Chatham, South East HSBC

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Wealth Manager - Chatham
Brand: HSBC
Area of Interest: Branch and Retail Banking
Location:
Chatham, GB, ME4 4BQ
Work style: Hybrid Worker
Date: 11 Oct 2025
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 simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth
What will I get to do as a Wealth Manager at HSBC?
Whether you're creating connections with customers or colleagues, Wealth Management is genuinely a relationship-based service. As a Wealth Manager, you'll have access to an impressive portfolio of wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to team that prides itself on making connections and building relationships. You'll support every aspect of a customer's financial life, help them grow, manage and preserve their wealth, and provide a professional service in a world of increasing complexity.
Here's what else you'll be able to do in this role:
- Manage and support a portfolio of high value premier customers
- Act as a trusted adviser to our new and existing 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
- Conduct in depth reviews to identify personal and financial needs of customers and 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
- Deliver needs-based solutions through effective communication and influencing
- Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business
What does it take to be successful as a Wealth Manager?
People-oriented individuals looking to build their portfolios, safely grow the HSBC Wealth and Personal Banking business, and move the needle on their careers.
Do you like a challenge? Are you competitive and base your success on performance? Do you have a growth mindset and a drive for reward? Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships? Do you use the many resources and the diverse, talented co-workers around you to help answer the hard questions?
If you answered yes to any of these questions, we want to meet you!
What we'll give you:
- Growth - Opportunity for personal development and progression, new clients, a robust and supportive network of colleagues, new products, and new opportunities to learn and provide a needs based solutions in our Wealth Management team
- A flexible benefits package including, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care
- Steppingstone to work internationally - this can be your place to start and branch out to anywhere we have offices around the world
- Full training in HSBC products and services with ongoing coaching throughout your career and dedicated admin support
- An opportunity to contribute to the ongoing success of the business, by being an inclusive team member with the prospect to be involved in multiple initiatives to make a difference.
- The support you need to fulfil your potential
What you'll give us:
- Hold role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements - essential
- Currently hold CAS status is desired.
- 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.
- Experience working in relevant environments (retail banking, relationship management, front office)
WM2025
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.
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:
Email:
Telephone:
This advertiser has chosen not to accept applicants from your region.

Wealth Manager - Oxford

Oxford, South East HSBC

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Wealth Manager - Oxford
Brand: HSBC
Area of Interest: Branch and Retail Banking
Location:
Oxford, GB, OX1 3HY
Work style: Hybrid Worker
Date: 11 Oct 2025
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 simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth
What will I get to do as a Wealth Manager at HSBC?
Whether you're creating connections with customers or colleagues, Wealth Management is genuinely a relationship-based service. As a Wealth Manager, you'll have access to an impressive portfolio of wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to team that prides itself on making connections and building relationships. You'll support every aspect of a customer's financial life, help them grow, manage and preserve their wealth, and provide a professional service in a world of increasing complexity.
Here's what else you'll be able to do in this role:
- Manage and support a portfolio of high value premier customers
- Act as a trusted adviser to our new and existing 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
- Conduct in depth reviews to identify personal and financial needs of customers and 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
- Deliver needs-based solutions through effective communication and influencing
- Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business
What does it take to be successful as a Wealth Manager?
People-oriented individuals looking to build their portfolios, safely grow the HSBC Wealth and Personal Banking business, and move the needle on their careers.
Do you like a challenge? Are you competitive and base your success on performance? Do you have a growth mindset and a drive for reward? Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships? Do you use the many resources and the diverse, talented co-workers around you to help answer the hard questions?
If you answered yes to any of these questions, we want to meet you!
What we'll give you:
- Growth - Opportunity for personal development and progression, new clients, a robust and supportive network of colleagues, new products, and new opportunities to learn and provide a needs based solutions in our Wealth Management team
- A flexible benefits package including, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care
- Steppingstone to work internationally - this can be your place to start and branch out to anywhere we have offices around the world
- Full training in HSBC products and services with ongoing coaching throughout your career and dedicated admin support
- An opportunity to contribute to the ongoing success of the business, by being an inclusive team member with the prospect to be involved in multiple initiatives to make a difference.
- The support you need to fulfil your potential
What you'll give us:
- Hold role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements - essential
- Currently hold CAS status is desired.
- 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.
- Experience working in relevant environments (retail banking, relationship management, front office)
WM2025
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.
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:
Email:
Telephone:
This advertiser has chosen not to accept applicants from your region.
 

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  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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