HSBC

Wealth Manager - Baker Street, London

HSBC

London, UK
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to HSBC, one of the world's largest and most trusted financial institutions. We are currently seeking a highly skilled Wealth Manager to join our team at our Baker Street branch in London. As a Wealth Manager, you will have the opportunity to work with a diverse range of clients and help them achieve their financial goals. This role requires a strong understanding of investment products, excellent communication skills, and a passion for delivering exceptional customer service. If you are a dynamic and driven individual with a proven track record in wealth management, we invite you to apply for this exciting opportunity. Join us and be a part of our commitment to helping our clients grow and protect their wealth.

  1. Develop and maintain strong relationships with clients to understand their financial needs and goals.
  2. Provide expert financial advice and recommendations to clients based on their risk tolerance, financial objectives, and market conditions.
  3. Utilize a range of investment products and services to create customized financial plans for clients.
  4. Stay up-to-date on market trends and changes in financial regulations to ensure compliance and provide informed recommendations.
  5. Collaborate with other members of the HSBC team to provide a seamless and comprehensive client experience.
  6. Actively seek out new business opportunities and develop a pipeline of potential clients.
  7. Communicate effectively with clients to explain complex financial concepts and products in a clear and concise manner.
  8. Execute trades and transactions on behalf of clients with accuracy and efficiency.
  9. Maintain accurate records of client interactions and transactions in accordance with company policies and procedures.
  10. Continuously strive to meet and exceed sales targets and performance goals.
  11. Participate in training and development programs to enhance knowledge and skills in wealth management.
  12. Uphold the HSBC brand and reputation by delivering exceptional customer service and representing the company in a professional manner.
  13. Adhere to all regulatory and compliance requirements to ensure the safety and security of client assets.
  14. Keep confidential client information secure and maintain high levels of integrity and discretion.
  15. Contribute to a positive and collaborative work environment that values diversity and inclusivity.
Where is this job?
This job is located at London, UK
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Strong Knowledge Of Investment Products And Financial Markets.

  • Certified Financial Planner (Cfp) Or Chartered Financial Analyst (Cfa) Designation Preferred.

  • Minimum Of 5 Years Of Experience In Wealth Management, Preferably In The Baker Street Area.

  • Excellent Communication And Interpersonal Skills To Effectively Build And Maintain Client Relationships.

Required Skills
  • Risk Management

  • Financial Planning

  • Investment Management

  • Market analysis

  • Client Relationship Management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Wealth Preservation

  • Tax Strategies

  • Portfolio Diversification

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Wealth Manager - Baker Street, London in London, UK is £70,000 - £120,000 per year. This range can vary depending on factors such as experience, qualifications, and the specific company or organization the Wealth Manager is working for. Some Wealth Managers in this location may earn more than £120,000, while others may earn less than £70,000 per year. Additionally, some Wealth Managers may also receive bonuses and other forms of compensation on top of their base salary.

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
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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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