Wealth Adviser – Cambridge Area
Job description
At HSBC, we’re a trusted international organisation with a sophisticated, global customer base. What does this mean for you? It means we like a challenge, we’re competitive, and we’re always looking for the best ways to innovate in our space and put our customers first. It also means we’re a total package bank with a culture that drives diversity, equality and inclusion, where everyone can be themselves.
Our Wealth Management teams provide a range of services to HSBC customers, helping them with their financial life journey and helping them to grow their money, to plan for retirement and protect their loved ones, should the very worst happen.
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 UK Wealth business, we are actively recruiting for Wealth Advisers to join our team servicing the Wealth, Retirement & Protection needs of our clients.
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 customers providing holistic financial advice.
You offer a channel of choice for our clients and you could be interacting with your clients in both Face to Face and Virtual environments to best meet the client’s individual circumstances.
You will also be pro-actively managing a portfolio of Wealth clients making suitable recommendations for products and services based on customer needs.
In this role, you will:
- Deliver a consistent and tailored wealth management and financial planning service to HSBC clients
- Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.
- Have access to a wide range of product specialists to help and support you, which include pensions, protection and investments.
- Build and maintain strong relationships with both new and existing clients.
- Comply with the regulations and procedures that govern our business and products.
To be successful in this role you should meet the following requirements:
- Have previous experience in a Customer Facing role is essential, ideally both in Face to Face and Virtual interactions.
- Hold role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements (check link below)
- https://www.cii.co.uk/learning/accreditation/recognition-of-prior-learning/your-eligibility-and-apply/
Please Note: If successfully offered a role the planned start date and commencement of Pre-Course work is expected to be in late June 2023. You will then be required to attend HSBC University in Birmingham for Face-to-Face classroom learning for 4 weeks commencing during July 2023, the remainder of the Onboarding course will be via Virtual Classroom learning.
You’ll achieve more when you join HSBC.
HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk:
Email: [email protected]
Telephone: +44 2078328500
Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.
