Wealth Manager

At HSBC, we are committed to helping our clients achieve financial success and security. As a global bank with over 150 years of experience, we understand the importance of effective wealth management. That's why we are seeking a dedicated and experienced Wealth Manager to join our team. As a Wealth Manager at HSBC, you will have the opportunity to work with a diverse group of clients and provide them with tailored financial solutions to meet their unique needs. We are looking for a motivated and client-focused individual who is passionate about wealth management and has a proven track record of success. If you have a strong understanding of financial markets and the ability to build and maintain relationships with clients, we want to hear from you. Join us at HSBC and take the next step towards a rewarding career in wealth management.

1. Develop and maintain strong relationships with clients to understand their financial goals and objectives.
2. Conduct comprehensive financial analyses and create personalized wealth management plans for clients.
3. Stay up-to-date on financial market trends and provide clients with timely and relevant investment advice.
4. Work closely with other members of the HSBC team, such as financial advisors and portfolio managers, to provide comprehensive financial solutions to clients.
5. Act as a trusted advisor to clients, educating them on various financial products and services offered by HSBC.
6. Proactively identify and pursue new business opportunities through networking and referrals.
7. Collaborate with internal teams to ensure compliance with regulatory and company policies.
8. Continuously monitor and review clients' investment portfolios to ensure they align with their financial goals and risk tolerance.
9. Meet and exceed sales targets by effectively managing client relationships and promoting HSBC's wealth management services.
10. Keep accurate records of client interactions and financial transactions for reporting and compliance purposes.
11. Attend regular trainings and workshops to stay updated on industry best practices and HSBC's products and services.
12. Represent HSBC in a professional manner and maintain a high level of integrity and confidentiality in all client interactions.

According to JobzMall, the average salary range for a Wealth Manager in Glasgow, UK is between £50,000 - £80,000 per year. This can vary depending on factors such as the specific company, years of experience, and level of education.

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.