Area Wealth Director - Dorset & Wiltshire Area

Client:HSBC Location:Poole, United Kingdom Job Category:Other EU work permit required:Yes Job Reference:6cdf51dd354a Job Views:3 Posted:16.07.2025 Expiry Date:30.08.2025 Job Description:Area Wealth Director - Dorset & Wiltshire Area Some careers shine brighter than others. If you're looking for a career that will help you stand out, join HSBC and fulfill 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 Management teams provide a range of services to HSBC customers, supporting key life events such as saving for university fees, buying a new home, or retirement, while protecting their family and interests for every eventuality. We support every aspect of a customer's financial life, helping them to grow, manage, and preserve their wealth, providing a professional service in a world of increasing complexity. This includes a broader range of financial products and solutions, and a better understanding of our customers' affairs. For us, Wealth Management is genuinely a relationship-based service. For our customers, this means a tailored approach, personalized attention, and our teams working collaboratively to support their entire life journey. The main purpose of the role of Area Wealth Director 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 include:Being accountable for the team's compliance, sales quality, and Professional Standards, acting as the first line of defense to deliver principled business standards in line with all regulatory requirements. Influencing Partners to maximize Wealth opportunities, with customers being serviced by appropriate advisors in line with the Bank's strategy. Managing performance, providing timely, specific corrective feedback to improve poor performance, and motivational feedback to recognize good performance; assessing strengths and development needs and planning development activities. Delivering needs-based solutions, supporting holistic financial planning for clients' needs. Developing and maintaining effective relationships with team members and external stakeholders. Requirements:QCF Level 4 qualified with an appropriate qualification that allows advice giving (FCA Activity 4). Currently holding Pention Adviser Status (CAS) under UK FCA jurisdiction (excluding Channel Islands and Isle of Man). If previously a supervisor, must have held CAS within the last 5 years with an unbroken record of assessment and CPD. Market awareness to stay updated with market changes and maintain business standards. Understanding of conduct risks and HSBC business standards. Expertise in holistic financial planning and wealth products. Ability to promote customer value and high service quality. Understanding of Wealth & Premier propositions and principles for delivering needs-based solutions. We are committed to creating diverse and inclusive workplaces. We welcome candidates with disabilities, long-term conditions, or neurodivergence for interviews if they meet the role's minimum criteria. Please contact our Recruitment Helpdesk for accommodations. Contact: hsbc.recruitment@hsbc or +44 207 832 8500 Job ID 4460#J-18808-Ljbffr

Created: 2025-07-18