Wealth Manager - Scunthorpe Area
HSBC
- Scunthorpe, Lincolnshire
- Permanent
- Full-time
- 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
- 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, financial support for relocation, 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
- 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)
Telephone: +44 207 832 8500.