Wealth Manager at HSBC UK, Southend-on-Sea, East of England

at HSBC UK

Job Description

Company Overview:
HSBC UK is a renowned banking and financial services institution in the United Kingdom, with a strong presence in Southend-on-Sea, East of England. Committed to providing high-quality services to its clients, HSBC UK offers a wide range of financial products and solutions to meet the diverse needs of individual and corporate customers.

Key Responsibilities For Wealth Manager:
- Build and maintain strong relationships with high-net-worth clients to understand their financial goals and objectives.
- Provide tailored financial advice and wealth management solutions to help clients achieve their financial aspirations.
- Develop and implement comprehensive financial plans, including investment strategies, retirement planning, and wealth preservation.
- Monitor and review clients' portfolios regularly to ensure alignment with their financial objectives and market conditions.
- Collaborate with internal teams, such as investment advisors and financial analysts, to deliver holistic financial solutions to clients.
- Stay updated on industry trends, regulatory changes, and market developments to provide informed advice to clients.

Required Qualifications:
- Proven experience in wealth management or financial advisory roles within the banking or financial services sector.
- Strong understanding of investment products, financial markets, and wealth management strategies.
- Relevant qualifications such as CISI Level 6 Certificate in Private Client Investment Advice and Management or equivalent.
- Excellent knowledge of regulatory requirements and compliance standards in the financial services industry.
- Demonstrated track record of building and maintaining client relationships based on trust, integrity, and professionalism.

Desired Skills:
- Chartered Financial Analyst (CFA) qualification or progress towards it.
- Experience in managing high-net-worth clients and portfolios.
- Advanced analytical and problem-solving skills to assess complex financial situations.
- Excellent communication and presentation skills to articulate financial concepts to clients effectively.
- Ability to work collaboratively in a team environment and leverage internal resources to deliver exceptional client service.

Compensation & Benefits:
The annual salary range for the Wealth Manager position at HSBC UK in Southend-on-Sea, East of England, is £40,000 to £60,000, depending on experience and qualifications. In addition to competitive pay, HSBC UK offers a comprehensive benefits package, including pension contributions, healthcare coverage, employee discounts, and opportunities for professional development and career advancement.

How to Apply:
To apply for the Wealth Manager position at HSBC UK, please visit our careers website and submit your updated CV along with a cover letter highlighting your relevant experience and qualifications. Shortlisted candidates will be contacted for further assessment and interviews. Thank you for considering a career with HSBC UK.

Required Skills

  • Tax Legislation
  • VAT Returns
  • Self-Assessment

Disclaimer: niimgkp.com is only a platform to bring jobseekers & employers together. Applicants are advised to research the bonafides of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advice against sharing personal or bank related information. If you suspect any fraud or malpractice, email us at abuse@niimgkp.com.