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Wealth Manager - Cornwall - Truro, Truro
Client: HSBC Location: Truro, United Kingdom Job Category: Other EU work permit required: Yes Job Reference:
1c76ab1cb8d6 Job Views:
76 Posted:
22.01.2025 Expiry Date:
08.03.2025 Job Description:
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. Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors, and entrepreneurs worldwide. What will I get to do as a Wealth Manager at HSBC?
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. Responsibilities:
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. Conduct in depth reviews to identify personal and financial needs of customers. Advise on a full range of products and services. 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. Requirements:
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. If you answered yes to any of these questions, we want to meet you! What we’ll give you:
Opportunity for personal development and progression. Security in the form of flex benefits and financial support. Steppingstone to work internationally. Full training in HSBC products and services. An opportunity to contribute to the ongoing success of the business. 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. Currently hold CAS status is desired. Previous experience providing holistic financial advice. Experience working in relevant environments (retail banking, relationship management, front office). At HSBC, we’re dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone.
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Client: HSBC Location: Truro, United Kingdom Job Category: Other EU work permit required: Yes Job Reference:
1c76ab1cb8d6 Job Views:
76 Posted:
22.01.2025 Expiry Date:
08.03.2025 Job Description:
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. Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors, and entrepreneurs worldwide. What will I get to do as a Wealth Manager at HSBC?
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. Responsibilities:
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. Conduct in depth reviews to identify personal and financial needs of customers. Advise on a full range of products and services. 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. Requirements:
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. If you answered yes to any of these questions, we want to meet you! What we’ll give you:
Opportunity for personal development and progression. Security in the form of flex benefits and financial support. Steppingstone to work internationally. Full training in HSBC products and services. An opportunity to contribute to the ongoing success of the business. 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. Currently hold CAS status is desired. Previous experience providing holistic financial advice. Experience working in relevant environments (retail banking, relationship management, front office). At HSBC, we’re dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone.
#J-18808-Ljbffr
