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