Overview

Join to apply for the Area Wealth Director - London Region role at HSBC.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Our Wealth Management teams provide a range of services to HSBC customers, supporting key life events such as saving for university fees, buying a new home to retirement; whilst protecting their family and interests for every eventuality, providing confidence and reassurance. We support every aspect of a customer’s financial life, helping them to grow, manage and preserve their wealth and provide a professional service in a world of increasing complexity. For us, Wealth Management is genuinely a relationship-based service. This means a tailored approach, personalised attention and teams working collaboratively to support customers’ entire life journey.

The main purpose of the role is to implement the Wealth strategy and achieve business objectives. To lead and build the HSBC customer-first culture by providing coaching, mentorship, technical expertise and regulatory supervision to a team of Wealth Managers and Analysts.

Responsibilities

• Being accountable for the team’s compliance, sales quality, and Professional Standards, acting as the first line of defence to deliver principled business standards in line with all regulatory requirements.
• Influence Partners to maximise Wealth opportunities, with customers serviced by appropriate advisors in line with the Bank’s strategy.
• Manage performance, provide timely and specific corrective feedback to improve poor performance and motivational feedback to recognise good performance; assess strengths and development needs and plan development activities.
• Deliver needs-based solutions, identify opportunities and support holistic financial planning for clients’ needs.
• Manage collaborators – develop and maintain effective relationships with team members and stakeholders outside the team.

Qualifications

• You must be QCF Level 4 qualified with an appropriate qualification that allows advice giving (FCA Activity 4).
• Candidates must currently hold Competent Adviser Status (CAS) under onshore UK FCA jurisdiction at the point of entering role. If you are currently a Competent Supervisor, you must previously have held CAS within the last 5 years with an unbroken record of assessment and CPD.
• Demonstrate external market awareness to stay up to date with market changes to support effective conversations with the team and customers in developing and maintaining business standards.
• Understand conduct risks and HSBC business standards to successfully attain and maintain Professional Standards.
• Have expert knowledge in holistic financial planning and wealth products.
• Encourage others to value the customer and deliver high-quality service.
• Understand the Wealth & Premier proposition in terms of servicing and products, ensuring the principles are applied consistently when delivering needs-based solutions.

Being open to different points of view is important for our business and the communities we serve. HSBC is committed to creating diverse and inclusive workplaces. We are a Disability Confident Leader and will offer an interview to people with disabilities, long-term conditions or neurodivergent candidates who meet the minimum criteria for the role. If you need accommodations or changes during the recruitment process, please contact our Recruitment Helpdesk: hsbc.recruitment@hsbc.com or +44 207 832 8500.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales