HSBC Group

If you’re looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further.

A move across the business allows you to continue to access tailored professional development opportunities, and our fantastic benefits packages.

When you join HSBC as a Premier Wealth Relationship Manager, you’ll enjoy access to an impressive portfolio of wealth clients. With our global brand recognition and a reputation for building loyal relationships at HSBC Wealth and Personal Banking, we serve over 40 million customers globally, 6 million of whom are international, ranging from retail customers to ultra-high-net-worth individuals and their families.

And, here in Jersey - where the role will be located - is where the financial industry reigns supreme! That’s why we’re looking for exceptional individuals to provide a professional service in supporting every aspect of a client’s financial life; helping them to grow whilst managing and preserving their wealth in a world of increasing complexity.

As a Wealth Manager, you will:

·          Provide regulated financial advice to a portfolio of high value premier clients either internationally and/or within the Channel Islands and Isle of Man (CIIOM) by conducting in-depth reviews to identify their personal and financial needs so you can deliver a consistent and tailored wealth management and financial planning service and advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.

·          Act as a trusted adviser providing holistic financial advice and supporting our clients through key life events such as investing for their future, planning for retirement, protecting their family, or leaving a legacy for future generations.

·          Deliver needs-based solutions through effective communication and influencing.

·          Continuously monitor and gather information to assess potential impacts and identify possible risks as well as opportunities for the business by collaborating closely with key stakeholders to build a pipeline of new clients.

We’re looking for people-focused professionals who have a passion for delivering excellent client service and the ability to build an impressive portfolio helping to safely build the HSBC Wealth and Personal Banking business. You could have experience in this area already or be newly qualified but we’re keen to hear from individuals who want to build on their existing knowledge and learn more about financial planning and wealth products so they can move the dial up in their career.

You will also need to:  

·          Hold role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification)

·          Have the right to work and live in Jersey, Channel Islands

·          Have experience working in a relevant environment (wealth management, retail banking, relationship management, front office).

·          Have the desire to build valuable and effective stakeholder relationships.

You can look forward to:

·          The encouragement you need to fulfil your potential including financial support to complete your Chartered qualification.

·          Ongoing personal development and progression with exposure to new products, and new opportunities to learn and sell as part of our Wealth Management team, supported by full training and ongoing coaching.

·          A flexible benefits package including, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care.

·          The steppingstone to work internationally - this can be your place to start and branch out to anywhere as we have offices around the world.

·          Client expectations are changing, some wish to be seen in our branches, their homes or virtually, this allows us to bring hybrid working to life for our people.

Continue to grow with our internal opportunities.

This role can must be based in Jersey, Channel Islands.

For further details and application information please click “Apply”

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. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.

We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse.

If you’d like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:
Email: hsbc.recruitment@hsbc.com
Telephone: +44 207 832 8500