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HSBC

HSBC Wealth Manager

At HSBC, we're a trusted international organization with a sophisticated, global customer base. What does this mean for you? It means we like a challenge, we're competitive, and we're always looking for the best ways to innovate in our space and put our customers first. It also means we're a total package bank with a culture that drives diversity, equality and inclusion, where everyone can be themselves.

Here in the Isle of Man - where the role will be located and where the financial industry reigns supreme - you'll help grow our business.

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 local 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 island based 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 face-to-face 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, financial support for relocation, 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
  • 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 or be close to completing a role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification)
  • Knowledge of and willingness to learn more about financial planning and wealth products
  • Understanding of customers' needs and delivering excellent customer service
  • Flexible, adaptable approach to change and will support others to respond in a similar way
  • Experience working in relevant environments (retail banking, relationship management, front office)

Who are we?

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-we offer opportunities, support, and rewards that will take you further.

CIWEALTH2021

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. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies.

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