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Wealth Manager - Wigan

Wigan, Lancashire
Job Type
19 Jul 2022
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 a 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
Conduct in depth reviews to identify personal and financial needs of customers
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 we'll give you:

Growth - Opportunity for personal development and progression
Security in the form of flex benefits, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care
Stepping stone 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
The support you need to fulfil your potential including financial support to complete your Chartered qualificationWhat 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
Knowledge of and willingness to learn more about financial planning and wealth products
Flexible, adaptable approach to change and will support others to respond in a similar way
Experience working in relevant environments (wealth management, retail banking, relationship management, front office)

You'll achieve more when you join HSBC.

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
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  • Job Reference: 661977961-2
  • Date Posted: 19 July 2022
  • Recruiter: HSBC
  • Location: Wigan, Lancashire
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent