Area Wealth Manager - Northampton & Milton Keynes Area

Welcome to HSBC, a global banking and financial services company with a rich history of over 150 years. We are currently seeking a driven and dynamic individual to join our team as an Area Wealth Manager for the Northampton and Milton Keynes area. As an Area Wealth Manager, you will play a crucial role in providing comprehensive wealth management services to our clients, helping them achieve their financial goals and aspirations. This is an exciting opportunity for an experienced and ambitious individual who is passionate about building and maintaining strong client relationships. If you have a strong background in wealth management, a proven track record of delivering exceptional results, and a genuine desire to make a positive impact, we would love to hear from you. Join us in our mission to help our clients grow and prosper, and be a part of our HSBC family.

Responsibilities:

1. Develop and maintain strong relationships with clients in the Northampton and Milton Keynes area, acting as their primary point of contact for all wealth management needs.
2. Provide personalized financial advice and solutions to clients, based on their individual goals, risk appetite, and financial situation.
3. Conduct comprehensive financial reviews for clients, taking into account their current investments, assets, and liabilities, and make recommendations for optimizing their portfolio.
4. Proactively identify and pursue new business opportunities, through networking, referrals, and other channels, to grow the client base and increase revenue.
5. Collaborate with other members of the HSBC team, such as investment advisors, mortgage advisors, and insurance specialists, to offer a holistic range of financial services to clients.
6. Stay updated on industry trends, market conditions, and regulatory changes, and use this knowledge to provide timely and relevant advice to clients.
7. Manage and monitor client portfolios, ensuring they are in line with their stated financial goals and risk tolerance, and make adjustments as needed.
8. Meet and exceed individual and team sales targets, while adhering to all compliance and regulatory requirements.
9. Maintain accurate and up-to-date client records and documentation, using HSBC's systems and processes.
10. Act as a brand ambassador for HSBC, promoting our services, values, and reputation in the local community.
11. Collaborate with the wider HSBC team to identify and implement process improvements and drive efficiencies.
12. Act with integrity and professionalism at all times, following HSBC's code of conduct and ethical standards.
13. Keep up-to-date with HSBC's products, services, and offerings, and effectively communicate them to clients to meet their needs.
14. Continuously enhance your skills and knowledge through training, development, and networking opportunities, to stay at the forefront of the wealth management industry.
15. Adhere to all risk management and compliance policies and procedures, ensuring the protection of HSBC's assets and reputation.

According to JobzMall, the average salary range for a Area Wealth Manager - Northampton & Milton Keynes Area in Northampton, UK is £50,000 - £80,000 per year. However, salaries can vary based on factors such as experience, qualifications, and the specific company or industry the person is working in.

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.