Overview

Wealth Director - Cambridge and Peterborough area. Join HSBC to fulfil your potential in a role that supports customers with bespoke wealth management needs and opportunities across wealth and personal banking.What you’ll do

Support a portfolio of high value Premier customers with between £750K and £1.5M, alongside the Premier Relationship Director.Act as a trusted adviser, providing holistic financial advice and assisting customers through key life events such as investing for the future, saving for a new home, retirement planning, or protecting their family.Conduct in-depth reviews to identify personal and financial needs and deliver a consistent, tailored wealth management and financial planning service to HSBC clients.Advise on a full range of HSBC manufactured products and products from external partners.Deliver needs-based solutions through effective communication and influencing.Continuously monitor information to assess potential risks and opportunities for the business.What we’ll give you

Growth: personal development, progression, access to new clients, supportive network, new products, and opportunities to learn and sell in Wealth Management.Security: flex benefits, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, private medical care.Opportunity to work internationally with HSBC offices worldwide.Full product training and ongoing coaching with dedicated Analyst support.Chance to contribute to the business through inclusive teamwork and involvement in initiatives.Support to fulfil your potential.What you’ll give us

Hold role-relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4) and meet current Statement of Professional Standing requirements – EssentialCAS status - DesiredCommitment to achieve Chartered Status (Level 6) with HSBC funding availableExperience providing holistic financial advice across a wide range of products and servicesExperience working with high net worth clients as a Wealth Adviser, IFA, Financial Planning Manager or similarExperience in relevant environments (retail banking, relationship management, front office)Location

This role is based in the Cambridge and Peterborough Area.Diversity and inclusion

We’re dedicated to creating diverse and inclusive workplaces. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone. We welcome applicants from all backgrounds and will offer accommodations as needed during the recruitment process.

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