HSBC

Wealth Manager

HSBC

Edinburgh, UK
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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.

  1. Develop and maintain strong relationships with a diverse portfolio of clients.
  2. Provide comprehensive financial planning and investment advice to clients.
  3. Analyze and assess clients' financial needs and risk tolerance to develop personalized wealth management strategies.
  4. Stay updated on current market trends and changes to provide informed recommendations to clients.
  5. Consistently meet and exceed sales and revenue targets.
  6. Collaborate with other team members and departments to deliver a holistic approach to wealth management for clients.
  7. Utilize effective communication and interpersonal skills to build trust and rapport with clients.
  8. Continuously expand knowledge and expertise in investment products, financial planning techniques, and industry regulations.
  9. Participate in networking and business development activities to acquire new clients and expand business opportunities.
  10. Maintain accurate and organized records of client meetings, transactions, and communications.
  11. Adhere to all compliance and regulatory guidelines.
  12. Mentor and train junior team members to support their professional growth.
  13. Represent HSBC in a professional manner and uphold the company's values and reputation.
Where is this job?
This job is located at Edinburgh, UK
Job Qualifications
  • 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).

Required Skills
  • Risk Management

  • Financial Planning

  • Investment Strategy

  • Market analysis

  • Asset management

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Client Relationship

  • Tax Planning

  • Wealth Preservation

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Critical thinking

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

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.

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 BeforeMay 22nd, 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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