Wealth Manager

HSBC - More jobs by this advertiser
 Job Description - Wealth Manager (0000DTVV)

Job Description 

Wealth Manager : 0000DTVV 


 Wealth Manager – Guernsey  

Are you interested in working for one of the world’s leading international banks who believe investment in people is the key to not only a successful business, but a positive and progressive future?


Our Wealth Management teams provide a range of services to HSBC customers, supporting key life events, such as saving for university fees, buying a new home to retirement; whilst protecting their family and interests for every eventuality, providing confidence and reassurance.


We support every aspect of a customer’s financial life, helping them to grow, manage and preserve their wealth and provide a professional service in a world of increasing complexity. This includes a greater range of financial products and solutions, and a better understanding of our customers’ affairs. For us, Wealth Management is genuinely a relationship-based service.


For our customers, this means a tailored approach, personalised attention and our teams working collaboratively to support their entire life journey.


As a result of continued growth in the HSBC Channel Islands and Isle of Man Wealth business, we are actively recruiting for an experienced Wealth Manager to join our team servicing our Premier high net worth customers is Guernsey.


This role will give you the opportunity to join this dedicated team where you will be acting as a trusted adviser to our new and existing high net worth 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.


As an HSBC Wealth Manager you will have dedicated and continued support from a Premier Relationship Officer who will aide you with proactive client contact, dealing with client banking queries, support back office processing and work alongside branch colleagues to grow new client opportunities.


Our reward package is made up of an attractive base salary and generous pension scheme, together with a range of flexible benefits designed to suit your family and personal circumstances.

  In this role, you will:  
  • Deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC Premier clients

  • Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.

  • Have access to a wide range of product specialists to help and support you, which include pensions, legacy tax planning, protection and investments.

  • Build and maintain strong relationships with both new and existing clients

  • Comply with the regulations and procedures that govern our business and products.




To be successful in this role you should meet the following requirements:

  • Have role relevant qualifications, i.e. Dip CII (or equivalent QCF RDR level 4 qualification)

  • 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


If this sounds like you and you thrive on pro-actively managing a portfolio of clients and making suitable recommendations for products and services based on customer needs, we’d love to hear from you.


You’ll achieve more when you join HSBC.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.

We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies


Enhanced Vetting

Within HSBC certain roles are designated as Enhanced Vetting Roles. For these roles, all internal and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the Enhanced Vetting role, on an on-going basis. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an on-going basis.

This role has been designated as an Enhanced Vetting Role.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.


Job Field

 : Branch and Retail Banking

Primary Location

 : Europe-Guernsey-Guernsey-Guernsey


 : Full-time 


 : Day JobType of Vacancy : Country vacancy

Job Posting

 : 14-Nov-2019, 18:58:06 

Unposting Date

 : 05-Dec-2019, 07:59:00  

27 March 2020
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This advertiser's application form opens in a new window. Check your browser's popup blocker settings if you experience problems.

Bookmark and Share
  • Previous Next

This website uses cookies

This website uses cookies to improve user experience. By using our website you consent to all cookies in accordance with our Cookie Policy.
I agree
Read more