Wealth Manager

Welcome to HSBC, a global bank with over 150 years of experience in providing financial services to individuals and businesses around the world. We are currently seeking a highly skilled and motivated Wealth Manager to join our team and help our clients achieve their financial goals. As a Wealth Manager at HSBC, you will have the opportunity to work with a diverse portfolio of high net worth clients, providing them with personalized financial advice and solutions. We are looking for a candidate who is driven, knowledgeable, and dedicated to delivering exceptional customer service. If you have a passion for finance and helping others achieve financial success, we would love to hear from you.

1. Provide personalized financial advice and solutions to high net worth clients.
2. Develop and maintain relationships with clients, understanding their financial needs and goals.
3. Stay up-to-date on financial market trends and products to provide the best recommendations to clients.
4. Create and implement wealth management strategies for clients based on their risk tolerance and financial objectives.
5. Collaborate with other team members, such as investment advisors and analysts, to provide comprehensive financial services to clients.
6. Conduct regular portfolio reviews with clients to ensure their financial goals are being met.
7. Identify new business opportunities and proactively grow the client base.
8. Monitor and manage client accounts to ensure compliance with regulations and internal policies.
9. Provide exceptional customer service and maintain a high level of professionalism at all times.
10. Continuously engage in professional development and training to enhance knowledge and skills.
11. Represent HSBC and its values in a positive manner at all times.
12. Maintain confidentiality and discretion when handling sensitive client information.
13. Collaborate with other departments within HSBC to provide a seamless and efficient client experience.
14. Keep accurate and detailed records of client interactions and transactions.
15. Uphold HSBC's code of conduct and ethical standards in all interactions with clients and colleagues.

According to JobzMall, the average salary range for a Wealth Manager in Truro, UK is £50,000 - £70,000 per year. However, this can vary depending on factors such as the specific company, experience level, and location. Some Wealth Managers in Truro may earn higher salaries, up to £100,000 or more per year, while others may earn lower salaries of around £30,000 - £40,000 per year.

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.