Wealth Manager - Walthamstow & Barkingside

HSBC Global Services Limited
London

Some careers shine brighter than others.

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 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 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

 

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: [email protected]

Telephone: +44 207 832 8500

Posted 2025-07-19

Recommended Jobs

Research Assistant - Database Curator

Anthony Nolan
London

We’re Anthony Nolan. We’re here to uncover the answers inside us. Answers for people with blood cancer and blood disorders. Answers that will not only improve lives today but save them tomorrow. B…

View Details
Posted 2025-07-11

Product Risk Manager - SME - London

Starling Bank
London

Hello, we’re Starling. We built a new kind of bank because we knew technology had the power to help people save, spend and manage their money in a new and transformative way. We’re a fully licensed U…

View Details
Posted 2025-07-07

SEN Teaching Assistant - Autism Focus

VNA Education
London

Are you passionate about supporting students with Autism in a mainstream secondary school setting? We’re working with a welcoming and inclusive secondary school that’s expanding its SEN provision - a…

View Details
Posted 2025-06-26

Nuclear Medicine Radiographer - South London - £26-30 per hour

Hunter Gatherer AHP & Mental Health
London

A nuclear medicine department in South London are recruiting a nuclear medicine radiographer to join the unit on a locum contract. The post holder will work at Band 6/7 level depending on prior exper…

View Details
Posted 2025-06-26

Consultant Psychiatrist in General Adult Psychiatry

Oxleas NHS Foundation Trust
London

Detailed job description and main responsibilities The post holder will in addition be expected to chair review/CPA meetings, offer crisis appointments to patients who are in the red zone and offe…

View Details
Posted 2025-07-15

Paediatric Speech and Language Therapist

Words First Ltd
London

Join Our Dynamic Team as a Speech and Language Therapist and Make a Real Impact! Are you an enthusiastic, self-driven Speech and Language Therapist with a passion for empowering children to succeed…

View Details
Posted 2025-06-01

Chef Manager

Compass Group UK
London

Our food is crafted onsite by passionate people using the best ingredients and we know that a balanced, plant focused, natural, fresh and sustainable menu will increase the productivity of our custom…

View Details
Posted 2025-07-04

Senior Barista / Supervisor (Part-Time: 18-24 Hours)

Macatia and Coffee
London

Application deadline: Thursday 31st July Interviews: Monday 4th August - Thursday 7th August Start date: Monday 11th August Macatia and Coffee, a thriving and popular specialist coffee…

View Details
Posted 2025-07-16

Valuations Assistant Manager

SW Group
London

At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, w…

View Details
Posted 2025-07-01

Head of Reward

Bruin Financial
London

We're Hiring: Head of Reward for a fantastic Financial Services business Location: London / Hybrid pattern Sector: Financial Services / Regulated Environment Package: Competitive Execut…

View Details
Posted 2025-07-10