Wealth Manager in Carlisle

When you join us as a Wealth Manager, you’ll enjoy access to an impressive portfolio of wealth clients. With our global brand recognition and a reputation for building loyal relationships, we now have over 1 million premier clients and we’re still growing. 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.

Responsibilities

• Provide regulated financial advice to a portfolio of high value Premier clients, 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-focussed professionals who have a passion for delivering excellent client service and the ability to build an impressive portfolio, helping to safely build our Wealth and Premier business. Those 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.

Qualifications

• Hold role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and it is essential you meet current Statement of Professional Standing requirements.
• Ideally currently hold CAS status.
• 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.

Benefits / What you can look forward to

• The encouragement you need to fulfil your potential including financial support to complete your Chartered qualification.
• A supportive network of colleagues including access to a Relationship Manager and Area Wealth Analyst who will help you build your portfolio and process applications, alongside the opportunity to tap-into our specialists across pensions, tax, trusts and wealth planning whenever you need it.
• 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, defined contributory pension scheme, 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.

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: hsbc.recruitment@hsbc.com Telephone: +44 207 832 8500.