Wealth Director Cambridge & Peterborough Area
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Job Summary
If youre 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 Director at HSBC
Whether youre creating connections with customers or colleagues Wealth Management is genuinely a relationship-based service. As a Wealth Director youll 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. Youll support every aspect of a customers financial life help them grow manage and preserve their wealth and provide a professional service in a world of increasing complexity.
Heres what else youll be able to do in this role:
- Work alongside the Premier Relationship Director to support a portfolio of high value Premier customers with between 750K and 1.5M
- 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 well 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 sell on our Wealth Management team.
- Security in the form of flex benefits 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 Analyst 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 youll 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 - Desired
- Commitment to achieve Chartered Status (Level 6) (HSBC funding will be available)
- Previous experience providing holistic financial advice on a wide range of products and services.
- Have previously worked with High net worth clients as a Wealth Adviser IFA Financial Planning Manager or in a similar role.
- Experience working in relevant environments (retail banking relationship management front office)
This role is based in the Cambridge & Peterborough Area.
Being open to different points of view is important for our business and the communities we serve. At HSBC were dedicated to creating diverse and inclusive workplaces - no matter their gender ethnicity disability religion sexual orientation or age. Wearecommittedto removing barriers and ensuring careersatHSBCareinclusiveandaccessible for everyone to be at their 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.
Ifyouhaveaneedthatrequiresaccommodationsor changes duringtherecruitmentprocess please get in touch with our Recruitment Helpdesk:
Telephone: 44
Required Experience:
Director
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
HSBC Holdings plc is a British multinational investment bank and financial services holding company. It was the 7th largest bank in the world by 2018, and the largest in Europe, with total assets of US$2.558 trillion.
