Jobs
>
London

    Wealth Manager - United Kingdom - HSBC

    HSBC
    HSBC United Kingdom

    1 week ago

    Default job background
    Description

    Some careers shine brighter than others.

    If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

    Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth.

    What will I get to do as a Wealth Manager at HSBC?

    Whether you're creating connections with customers or colleagues, Wealth Management is genuinely a relationship-based service. As a Wealth Manager, you'll have access to an impressive portfolio of wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to team that prides itself on making connections and building relationships. You'll support every aspect of a customer's financial life, help them grow, manage and preserve their wealth, and provide a professional service in a world of increasing complexity.

    Here's what else you'll be able to do in this role:

    • Manage and support a portfolio of high value premier customers.
    • Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality.
    • Conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients.
    • Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.
    • Deliver needs-based solutions through effective communication and influencing.
    • Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business.
    #J-18808-Ljbffr
  • Financial Divisions

    Wealth Manager

    6 days ago

    Financial Divisions London, United Kingdom

    My client is a high-end Investment Brokerage who are currently experiencing an exciting period of rapid growth and are looking to add a Wealth Management arm to their successful business. The firm offer professional and collaborative environment and dealUHNW City professionals. · ...

  • Arbuthnot Latham

    Wealth Management

    12 hours ago

    Arbuthnot Latham London, United Kingdom

    *** · **Job Purpose** · - To support client facing Wealth Management personnel, Investment Managers (IMs) and Wealth Planners (WPs) by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.**Ke ...

  • Arbuthnot Latham

    Wealth Management

    12 hours ago

    Arbuthnot Latham London, United Kingdom

    *** · - This is a temporary position to support the Wealth Management function by providing high quality and effective administrative support.**Key Responsibilities** · - Track all client documentation and data entry ensuring client records are maintained, accurate and in good or ...

  • JPMorgan Chase Bank, N.A.

    Wealth Management

    5 days ago

    JPMorgan Chase Bank, N.A. London, United Kingdom

    **Primary Function**: · The role will be a member of the Investment & Research Team within Wealth Management Investment Solutions. The Investment and Research team has the overall responsibility for enhancing investment process and coordinating investment research efforts to gain ...

  • JPMorgan Chase Bank, N.A.

    Wealth Management

    12 hours ago

    JPMorgan Chase Bank, N.A. London, United Kingdom

    **Job Summary** · If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportuni ...

  • JPMorgan Chase Bank, N.A.

    Wealth Management

    2 days ago

    JPMorgan Chase Bank, N.A. London, United Kingdom

    **Job Summary** · If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportuni ...

  • Burgh Recruitment Ltd (Financial Services)

    Wealth Management Administrator

    1 week ago

    Burgh Recruitment Ltd (Financial Services) London, United Kingdom

    **Wealth Management Administrator** · **Location: London - City** · **Salary**:£28,000 - £34,000 per annum (DoE)** · **Hours: Full-Time, opportunity for some hybrid working** · **Working as part of the team at an Appointed Representative of St. James's Place Plc.** · You will be ...

  • Barclays

    Wealth Management Associate

    1 week ago

    Barclays London, United Kingdom

    **Wealth Management Associate** · **London** · As a Barclays Wealth Management Associate, you will be assisting the Wealth Managers when acting as trusted advisors to clients, with the primary focus being to actively seek opportunities that will contribute towards the growth of t ...

  • Financial Divisions

    Wealth Management Administrator

    4 days ago

    Financial Divisions London, United Kingdom

    **Plus bonus and excellent benefits** · **The Opportunity** · Our client is the financial planning arm of well established, highly respected and recognised Charted Accountancy firm, established a number of years and has a large, loyal client base that are professionally managed t ...

  • Clearwater Wealth Management

    Wealth Management Administrator

    1 week ago

    Clearwater Wealth Management London, United Kingdom

    Clearwater is a leading wealth management business in London. We are professional and agile. · Our work environment includes: · - Modern office setting · - Growth opportunities · We are recruiting for a **Wealth Management Administrator **to join an established Practice of St. Ja ...

  • Morrinson Wealth Management

    Trainee - Wealth Management

    1 week ago

    Morrinson Wealth Management London, United Kingdom

    **BACKGROUND** · Morrinson Wealth is a thriving wealth management practice in the City of London. · **OVERALL JOB PURPOSE** · * · **PERSON SPECIFICATION** · - **Recent Graduate**: · - Highly motivated, driven and commercial · - Experience within financial services preferable but ...

  • Artemis Recruitment Consultants Ltd

    Wealth Management Administrator

    6 days ago

    Artemis Recruitment Consultants Ltd London, United Kingdom

    Financial Services · London · 17/02/2023 · Type of Position: Wealth Management Administrator - London · Pay: £25k+ · **Wealth Management Administrator - London**: · Our client is looking for a Wealth Management Administrator to join their team in Mayfair, London. · **Key Responsi ...

  • MB Fitzgerald

    Wealth Management Administrator

    1 week ago

    MB Fitzgerald London, United Kingdom

    A leading City based Private Bank is seeking to recruit an experienced Wealth Management Administrator to provide high level holistic support to a long establish UHNW client book. · Purpose foy the role will be to support client facing Wealth Management personnel, Investment Mana ...

  • mbf.

    Wealth Management Administrator

    1 day ago

    mbf. London, United Kingdom

    A leading City based Private Bank is seeking to recruit an experienced Wealth Management Administrator to provide high level holistic support to a long establish UHNW client book. · Purpose foy the role will be to support client facing Wealth Management personnel, Investment Mana ...

  • Burgh Recruitment Ltd (Financial Services)

    Wealth Management Administrator

    1 week ago

    Burgh Recruitment Ltd (Financial Services) London, United Kingdom

    **Wealth Management Administrator** · **Location: London/Hybrid** · **Salary: up to £40k + Bonus** · **Hours: Full time** · An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James's Place Partner Practice, who specialise ...

  • Artemis Recruitment Consultants Ltd

    Associate Wealth Manager

    1 day ago

    Artemis Recruitment Consultants Ltd London, United Kingdom

    We have an excellent opportunity to offer to a Trainee Associate Wealth Manager. The role will eventually lead to becoming a fully DipPFS qualified Wealth Manager. · **The Role - Trainee Associate Wealth Manager**: · Duties include but are not exclusive to: · - Attend Client Meet ...

  • Barclays

    Wealth Management Associate

    1 week ago

    Barclays London, United Kingdom

    **Wealth Management Executive** · **London** · As a Barclays Wealth Management Associate, you will work closely with Wealth Managers and support them with the investment-led activity. You will be actively seeking new clients and opportunities that will contribute towards the grow ...

  • Oliver James

    Assistant Manager Wealth

    6 days ago

    Oliver James London, United Kingdom

    A global corporate business is recruiting for an opportunity to join their Wealth & Asset Management Financial Accounting Advisory Services team as an Assistant Manager. This growing team will advise and assist with regulatory and financial reporting changesand implementations, a ...

  • Pinnacle Wealth Management

    Wealth Management Assistant

    2 days ago

    Pinnacle Wealth Management London, United Kingdom

    **Main Purpose **The main purpose of this role is to provide comprehensive organisational and administrative support to an Adviser within Pinnacle Wealth Management. · This is not your average Assistant role, it has an element of a typical Personal Assistant role plus a heavily i ...

  • Brevere Group

    Wealth Management Administrator

    6 days ago

    Brevere Group London, United Kingdom

    **Are you a wealth management administration professional, looking for a new role in a dynamic and supportive environment?** Due to continued success in providing advice to HNW clients, this successful wealth management practice requires a professionaland proactive PA / Administr ...