Job Description
Whether you’re creating connections with customers or colleagues, Wealth Management is genuinely a relationship-based service. As a Wealth Director, you’ll have access to an impressive portfolio of 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:
Work alongside the Premier Relationship Director to support a portfolio of high value Premier customers with between £750K and £1.5M
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 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 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, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care.
Steppingstone 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 Analyst 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 role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements – Essential
Currently hold CAS status - Desired
Commitment to achieve Chartered Status (Level 6) (HSBC funding will be available)
Previous experience providing holistic financial advice on a wide range of products and services.
Have previously worked with High net worth clients as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role.
Experience working in relevant environments (retail banking, relationship management, front office)
Here’s what else you’ll be able to do in this role:
Work alongside the Premier Relationship Director to support a portfolio of high value Premier customers with between £750K and £1.5M
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 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 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, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care.
Steppingstone 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 Analyst 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 role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements – Essential
Currently hold CAS status - Desired
Commitment to achieve Chartered Status (Level 6) (HSBC funding will be available)
Previous experience providing holistic financial advice on a wide range of products and services.
Have previously worked with High net worth clients as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role.
Experience working in relevant environments (retail banking, relationship management, front office)
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Director - Bath & Wiltshire Area position is now open for candidates interested in the Bank Jobs sector. This role in Bristol offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
