Wealth Manager - Edinburgh

Here’s what else you’ll be able to do in this role:


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 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 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.

Do you like a challenge? Are you competitive and base your success on performance? Do you have a growth mindset and a drive for reward? Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships? Do you use the many resources and the diverse, talented co-workers around you to help answer the hard questions?


If you answered yes to any of these questions, we want to meet you!


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 provide a needs based solutions in 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 admin 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 is 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.
Experience working in relevant environments (retail banking, relationship management, front office)

United Kingdom
Scotland
Edinburgh Show on map Get directions