Wealth Manager – Newport & Cwmbran Area

Join HSBC as a Wealth Manager and enjoy access to an impressive portfolio of wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to a 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.

At HSBC, we’re a trusted international organisation with a sophisticated, global customer base. We like a challenge, we’re competitive, and we’re always looking for the best ways to innovate and put our customers first. It also means we’re a total package bank with a culture that drives diversity, equality and inclusion, where everyone can be themselves.

What will I do as a Wealth Manager at HSBC?

Wealth Management is a genuinely relationship-based service where teams provide financial planning and advice together with market insight and updates, as well as products in areas such as investments, deposits, insurance, financing and foreign exchange.

You will:

•     Manage and support a portfolio of high value premier customers
•     Act as a trusted adviser providing holistic financial advice and supporting our customers through key life events such as investing for their 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 a successful Wealth Manager at HSBC?

We’re looking for people-oriented individuals who want to build their portfolios, safely grow the HSBC Wealth and Personal Banking business, and move the needle on their careers.

In addition, you will:

•    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 
•    Have knowledge of and willingness to learn more about financial planning and wealth products
•    Be able to gain an understanding of customers' needs and have a passion for delivering excellent customer service
•    Be flexible with an adaptable approach to change and able to support others to respond in a similar way
•    Have experience working in a relevant environment (wealth management, retail banking, relationship management, front office)

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top - or simply take you in an exciting new direction - we offer opportunities, support, and rewards that will take you further.  

In particular, 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, new clients, a robust and supportive network of colleagues, new products, and new opportunities to learn and sell as part of our Wealth Management team
•    A flexible benefits package including, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care
•    The stepping stone to work internationally - this can be your place to start and branch out to anywhere as 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 with the chance to be involved in multiple initiatives to make a difference
•    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 teams

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.