Are you a highly motivated and experienced wealth manager looking for a new opportunity to grow and develop your career? HSBC is currently seeking a dynamic individual to join our team as a Wealth Manager. As a Wealth Manager at HSBC, you will have the opportunity to work with a diverse range of clients, providing comprehensive financial planning and investment advice. We are looking for a driven and knowledgeable individual who is passionate about helping clients achieve their financial goals. If you possess excellent interpersonal skills, a strong understanding of financial markets, and a proven track record of success in wealth management, we would love to hear from you. Join us at HSBC and take the next step in your career as a Wealth Manager.
- Develop and maintain strong relationships with a diverse portfolio of clients.
- Provide comprehensive financial planning and investment advice to clients.
- Analyze and assess clients' financial needs and risk tolerance to develop personalized wealth management strategies.
- Stay updated on current market trends and changes to provide informed recommendations to clients.
- Consistently meet and exceed sales and revenue targets.
- Collaborate with other team members and departments to deliver a holistic approach to wealth management for clients.
- Utilize effective communication and interpersonal skills to build trust and rapport with clients.
- Continuously expand knowledge and expertise in investment products, financial planning techniques, and industry regulations.
- Participate in networking and business development activities to acquire new clients and expand business opportunities.
- Maintain accurate and organized records of client meetings, transactions, and communications.
- Adhere to all compliance and regulatory guidelines.
- Mentor and train junior team members to support their professional growth.
- Represent HSBC in a professional manner and uphold the company's values and reputation.
Strong Knowledge Of Investment Products, Financial Markets, And Wealth Management Strategies.
Bachelor's Degree In Finance, Business, Economics Or A Related Field.
At Least 3-5 Years Of Experience In Wealth Management Or Financial Advisory Roles.
Proven Track Record Of Successfully Managing High Net Worth Clients And Achieving Sales Targets.
Possession Of Relevant Certifications Such As Certified Financial Planner (Cfp) Or Chartered Financial Analyst (Cfa).
Risk Management
Financial Planning
Investment Strategy
Market analysis
Asset management
Portfolio analysis
Asset allocation
Retirement planning
Estate Planning
Client Relationship
Tax Planning
Wealth Preservation
Communication
Conflict Resolution
Leadership
Time management
Critical thinking
Attention to detail
Teamwork
Adaptability
Problem-Solving
Empathy
According to JobzMall, the average salary range for a Wealth Manager in Edinburgh, UK is between £50,000 to £80,000 per year. However, this can vary depending on factors such as experience, qualifications, and the specific company or industry the individual is working in. Additionally, bonuses and other benefits may also be included in the total compensation package.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
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.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started