Wealth Manager

Hsbc Douglas , AZ 85607

Posted 1 month ago

Premier Wealth Manager, Isle of Man (0000E6ZW)

Some careers shine brighter than others.

If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

As an HSBC employee Channel Islands and Isle of Man (CIIoM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

We are currently seeking an experienced individual to join this team in the role of Premier Wealth Manager

The role of the Premier Wealth Manager is a client facing role based in Isle of Man managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business. The role holder has a responsibility to acquire, develop and retain relationships with Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by Retail Banking and Wealth Management

  • RBWM).

This will be achieved by active management of a portfolio of Premier clients, acquiring new HSBC clients and upgrading existing clients and becoming the trusted advisor to them. It will also entail reviewing the portfolio regularly to ensure the solutions are still suitable to meet clients' needs and embed client loyalty by meeting their needs either directly or through other internal business partners.

In this role, you will:

  • Complete periodic reviews with a portfolio of existing Premier clients to establish their financial goals and to broaden their understanding about HSBC's range of banking and wealth management solutions

  • Deepen relationships with your portfolio of clients, with a view to becoming the provider of choice for their banking and wealth management needs

  • Monitor and act on daily management information and other internal information tools, using them to coach the wider Branch team in support of business goals

  • Establish and agree client contact strategies in line with Group operating models

  • Collaborate with other areas of the Bank with a view to delivering a seamless banking service. Maintain a close working relationship with wider areas of the Group including HSBC Commercial, HSBC Expat and HSBC Private Bank and engage colleagues in other departments to address the wider needs of our customers.

  • Identify and address the wealth management goals of our customers, using a panel of regulated wealth management products.

  • Achieve competent adviser status and maintain that status by continuous CPD, training and competency assessments.

  • Maintain highest standard of excellence in client service across the team and with individual portfolio

  • Ongoing analysis of client portfolios through marketing of ideas and researching clients
  • Monitor client satisfaction data implementing portfolio level improvements

  • Proactively support others through direct and indirect actions beyond activities particular to this role

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

  • Role relevant industry qualifications are essential, i.e. Level 4 Diploma in Financial Planning, through a recognised professional body

  • Past working experience in a relevant role, i.e. relationship management / wealth advisory role is essential

  • Proven experience of leading the delivery of an excellent customer service and proactively looking for innovative ways to improve service levels

  • The ability to demonstrate a track record of meeting and exceeding short, medium and long term business expectations within a high performing team

  • Experience of building and managing complex relationships with a portfolio of affluent and sophisticated customers

  • A track record of successfully identifying and developing significant/complex business propositions, that attract and entrench customers, in a fair and ethical way

For further details and application information please click "Apply"

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 UK 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.


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Wealth Manager

Hsbc