Description - External
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.At HSBC, we're a trusted international organization with a sophisticated, global customer base. Wha...
Description - External
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.As an HSBC employee Channel Islands and Isle of Man (CIIOM)...
Description - External 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. At HSBC, we're a trusted international organization with a sophisticated, global customer base. What does this mean for you? It means we like a challenge, we're competitive, and we're always looking for the best ways to innovate in our space and put our customers first. It also means we're a total package bank with a culture that drives diversity, equality and inclusion, where everyone can be themselves. Here in Guernsey-where the role will be located and where the financial industry reigns supreme-you'll help grow our business. 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 locally based Jersey resident 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. What does it take to be successful as a Wealth Manager? People-oriented individuals looking to build their portfolios, safely grow the HSBC Wealth and Personal Banking business, and move the needle on their careers. Do you like a challenge? Are you competitive and base your success on performance? Do you have a growth mindset and a drive for reward? Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships? Do you use the many resources and the diverse, talented co-workers around you to help answer the hard questions? If you answered yes to any of these questions, we want to meet you! What we'll give you: Growth - Opportunity for personal development and progression, new clients, a robust and supportive network of colleagues, new products, and new opportunities to learn and sell on our Wealth Management team Security in the form of flex benefits, financial support for relocation, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care Stepping stone to work internationally - this can be your place to start and branch out to anywhere we have offices around the world Full training in HSBC products and services with ongoing coaching throughout your career and dedicated admin support An opportunity to contribute to the ongoing success of the business, by being an inclusive team member with the prospect to be involved in multiple initiatives to make a difference The support you need to fulfil your potential What you'll give us: Hold or be close to completing a role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) Have to live in Guernsey, Channel Islands with hybrid work/flex schedule opportunity Knowledge of and willingness to learn more about financial planning and wealth products Understanding of customers' needs and delivering excellent customer service Flexible, adaptable approach to change and will support others to respond in a similar way Experience working in relevant environments (retail banking, relationship management, front office) For further details and application information please click 'Apply' Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or ag We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse. If you'd like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk: Email: Telephone: +44 207 832 8500 JBRP1_UKTJ
Description - External 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. As an HSBC employee Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution. We are currently seeking an experienced individual to join this team in the role of Mortgage Advisor role based within Wealth & Personal Banking in Guernsey. The Mortgage Advisor role within our branch network is to establish and grow our Mortgage business. You will be providing a professional mortgage advice service to both new and existing customers in line with the Bank's policy on treating customers fairly (TCF). The role is expected to deliver a high quality, customer driven, sales focused service by identifying customer needs for Mortgage products providing advice, to meet those needs. In this role, you will: * Provide an agile and flexible service to customers to meet their needs within their channel of choice * Listen to customers to identify and understand their current and future mortgage and protection needs, helping them to achieve a mortgage package that is fully tailored to their individual needs * Recognising the wider financial planning needs of individual customers and making referrals to other areas of the bank, where their wider needs can be met * Proactively developing and strengthening customer relationships and, in doing so, generating new business responsibly * Apply the principles of Treating Customers Fairly to everything you do * Develop and build effective working relationships with key stakeholders within and outside of the immediate business area * Proactively drive mortgage performance and track MI to ensure that all personal and team sales performances exceed plan To be successful in this role you should meet the following requirements: * As an Adviser you must already hold CeMAP qualification or equivalent * Communicate confidently and professionally with customers * Seeking out and building on effective working relationships with key stakeholders within and outside of the immediate business area * Delivery of satisfactory compliance and quality measures * Have experience of personally complying with business processes, rules and regulations * Track record in the Mortgage and Lending environment This role is branch based in our Guernsey office. For further details and application information please click 'Apply' You'll achieve more when you join HSBC. Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse. If you'd like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk: Email: Telephone: +44 207 832 8500 JBRP1_UKTJ
