Wealth Manager

Description:

HSBC, a global leader in banking and financial services, is seeking a Wealth Manager for its Chichester branch to support and grow a portfolio of high-value premier customers. This role is ideal for professionals with a passion for delivering holistic financial planning and investment services in a highly personalized, relationship-driven environment.

As a Wealth Manager, you’ll act as a trusted financial adviser to affluent clients, guiding them through key life events—whether it’s building savings, planning retirement, or protecting their family. You’ll be part of a dynamic, inclusive, and supportive Wealth and Personal Banking team with the opportunity for career progression both locally and internationally.

Key Responsibilities:

• Manage and support a portfolio of high-value premier clients.

• Deliver holistic financial advice aligned with customers’ goals and life events.

• Conduct detailed financial reviews to identify and address client needs.

• Recommend a broad range of wealth products, including HSBC and third-party offerings.

• Communicate effectively and persuasively to present tailored financial solutions.

• Monitor and manage client portfolios for risk, opportunity, and long-term growth.

• Contribute to the inclusive culture and continuous improvement of the team.

Candidate Requirements:

• Essential: Level 4 QCF RDR financial qualification (e.g., Dip CII, CISI or equivalent).

• Preferred: CAS status (Competent Adviser Status).

• Demonstrated experience in delivering comprehensive financial advice.

• Background in wealth advisory, independent financial advice, or financial planning.

• Experience in client-facing roles within retail banking or relationship management.

• Passionate about building strong client relationships and achieving performance goals.

Benefits:

🌟 Professional Growth & Career Development:

• Career progression opportunities, with support for new clients and expanding services.

• Full training on HSBC products and services.

• Ongoing professional coaching and mentoring.

💼 Financial & Lifestyle Benefits:

• Competitive flexible benefits plan.

• Non-contributory pension scheme.

• Annual bonuses and share options.

• Private medical insurance and life cover.

• Employee discounts and perks.

🌍 International Mobility:

• Opportunities to work abroad at other HSBC locations.

• Global career network for ambitious professionals.

Diversity & Inclusion:

HSBC is a proud Disability Confident Leader and promotes an inclusive workplace culture. They welcome applications from all qualified candidates regardless of gender, age, ethnicity, disability, or sexual orientation. Candidates with disabilities who meet the minimum criteria will be offered an interview.