HSBC

Area Wealth Manager

HSBC

Oxford, UK
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a skilled and experienced financial professional looking for your next challenge? Do you have a passion for building relationships and helping clients achieve their financial goals? If so, HSBC has an exciting opportunity for you as an Area Wealth Manager.As an Area Wealth Manager at HSBC, you will have the opportunity to lead a team of wealth management experts and work with high net worth clients to provide them with tailored financial solutions. You will be responsible for managing and growing a portfolio of clients, while also driving business development initiatives.To be successful in this role, you must have a strong background in wealth management, a proven track record of building and maintaining client relationships, and excellent communication and leadership skills. A degree in finance or a related field is preferred, along with relevant industry certifications.This is a dynamic and rewarding role for a driven individual who is committed to delivering exceptional service to clients and driving business growth. Join HSBC and take your career to the next level as an Area Wealth Manager.

  1. Lead a team of wealth management experts to provide exceptional service to high net worth clients.
  2. Develop and maintain relationships with clients to understand their financial goals and provide tailored solutions.
  3. Manage and grow a portfolio of clients to meet business targets and revenue goals.
  4. Drive business development initiatives to attract new clients and expand the client base.
  5. Utilize knowledge and experience in wealth management to provide expert advice and guidance to clients.
  6. Stay updated on market trends and changes in regulations to ensure compliance and provide accurate information to clients.
  7. Communicate effectively with clients to build trust and maintain long-term relationships.
  8. Collaborate with other departments and teams within HSBC to provide a seamless and comprehensive service to clients.
  9. Mentor and develop team members to ensure a high level of performance and growth.
  10. Represent HSBC at industry events and conferences to promote the brand and attract potential clients.
  11. Monitor and analyze key performance indicators to identify areas for improvement and take necessary actions.
  12. Adhere to all company policies and procedures and comply with regulatory requirements.
  13. Maintain a high level of professionalism and ethical standards in all interactions with clients and colleagues.
  14. Continuously seek opportunities for personal and professional development to stay updated on industry trends and advancements.
  15. Contribute to a positive and collaborative work environment within the team and across the organization.
Where is this job?
This job is located at Oxford, UK
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Economics, Or A Related Field.

  • Strong Knowledge Of Investment Products, Financial Markets, And Wealth Management Strategies.

  • Excellent Communication And Interpersonal Skills To Build And Maintain Relationships With High Net Worth Clients.

  • Professional Certifications Such As Certified Financial Planner (Cfp) Or Chartered Financial Analyst (Cfa) Preferred.

  • Minimum Of 5 Years Of Experience In Wealth Management Or A Similar Role.

Required Skills
  • Financial Planning

  • Business Development

  • Relationship Management

  • Investment Strategy

  • Portfolio Management

  • Risk assessment

  • Market analysis

  • Asset allocation

  • Estate Planning

  • Tax Planning

  • Wealth Preservation

  • Client Acquisition

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Area Wealth Manager in Oxford, UK is approximately £55,000 to £80,000 per year. However, this can vary depending on the specific company, experience level, and location within Oxford. Additionally, bonuses and other benefits may also be included in the compensation package for this role.

Additional Information
HSBC is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 10th, 2025
Apply BeforeJune 21st, 2025
This job posting is from a verified source. 

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About HSBC

HSBC Holdings Plc operates as a holding company for the HSBC Group. It provides banking and financial services through four global businesses, including Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking. The company's operating segments are organized into six geographical regions, including Europe, Hong Kong, Rest of Asia Pacific, Middle East and North Africa, North America and Latin America.

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