Wealth Manager – Jersey

Marshall Islands

HNW Wealth Manager – Jersey

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 (CIIOM) Wealth business, we are actively recruiting for an experienced Wealth Manager to join our team servicing our CIIOM or International (HSBC Expat) Premier high net worth customers.

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. The role holder will own and manage a ready-made portfolio consisting of 250 HNW relationships as well as a designated referral system for the successful candidate.

As an HSBC Wealth Manager you will have 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 HNW clients who hold over £500k
  • Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.
  • Build and maintain strong relationships with both new and existing clients
  • Lead Premier activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources
  • Comply with the regulations and procedures that govern our business and products.

Qualifications

Qualifications & experience required:

  • 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
  • Strong client focus with experience of building long term partnerships and managing complex relationships with significant clients.
  • Expert knowledge in financial planning and wealth products.
  • Ability to deliver needs-based solutions through effective communication, influencing, and sales skills.

For further details and application information please click "Apply"

You’ll achieve more when you join HSBC.

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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.