HSBC Group

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Our Wealth Management teams provide a range of services to HSBC customers, supporting key life events, such as saving for university fees, buying a new home to retirement; whilst protecting their family and interests for every eventuality, providing confidence and reassurance.

We support every aspect of a customer’s financial life, helping them to grow, manage and preserve their wealth and provide a professional service in a world of increasing complexity. This includes a greater range of financial products and solutions, and a better understanding of our customers’ affairs. For us, Wealth Management is genuinely a relationship-based service.

For our customers, this means a tailored approach, personalised attention and our teams working collaboratively to support their entire life journey.

As a result of continued growth in the HSBC UK Wealth business, we are actively recruiting for an experienced Wealth Manager to join our team servicing our customers in  Durham Area.

This role will give you the opportunity to join this dedicated team where you will be acting as a trusted adviser to our new and existing high net worth 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.

You will have dedicated and continued support from a Relationship Manager who will aide you with proactive client contact, dealing with client banking queries, support with some back-office processing and work alongside branch colleagues to grow new client opportunities.

In this role, you will:

•    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.
•    Have access to a wide range of product specialists to help and support you, which include pensions, legacy tax planning, protection and investments.
•    Build and maintain strong relationships with both new and existing clients.
•    Comply with the regulations and procedures that govern our business and products.

To be successful in this role you should meet the following requirements: 

•    Have role relevant qualifications, i.e. Dip CII (or equivalent QCF RDR level 4 qualification) - essential
•    Currently hold CAS status - 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.

 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. 

 If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com

Telephone: +44 207 832 8500