Wealth manager Work, Jobs in Harrogate, Nyk (with Salaries)

Private Banker
HSBC Global Services Limited —Leeds
- Full-time
- Travel
- Communication skills
- Banking
Digital Account Director
Got The T-Shirt —Leeds
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- IT
- Financial services
Quick apply
14d
Transaction Services Assistant Manager
Cooper Parry —Leeds
- Full-time
- Business development
- Project management
Team Lawyer
enact Conveyancing Ltd —Leeds
- Organisational skills
- Communication skills
Quick apply
9d
Client Delivery Manager
Creode —Leeds
- Hybrid work
- Project management
- APIs
- Agile
Assistant Manager – Operations (Private Office ...
Isio Group —Leeds
- Project management
2d
Primary Cook - Whitechapel Primary School (25 HRS)
Kirklees Council —Cleckheaton
- Call to connect
- Cooking
- HTML
5d
Catering Assistant- Fairfield School- 13.75 Hours (Sept Start)
Kirklees Council —Batley
- Call to connect
- School
- HTML
- Annual leave
- Sick pay
12d
Cleaner - Whitcliffe Mount School
Kirklees Council —Cleckheaton
- Call to connect
- School
- HTML
2d
Mobile Catering Assistant - Wakefield Area (12.5 HRS)
Kirklees Council —Wakefield
- Call to connect
- HTML
- Annual leave
- Sick pay
Estate Planning Academy Associate
iTrust121 —York
- £24,000 - £30,000 a year
- Full-time
- Sales
- In-person
Quick apply
Wealth Manager
National Westminster Bank PLC —Leeds
- From £27,090 a year
- Full-time
- Hybrid work
- Banking
- Annual leave
4d
Sales Director - Asset Management (New Business)
UST —Leeds
- Sales
- Master's degree
- Business development
Quick apply
Administrator
Inspire North —York
- £26,320 a year
- Part-time
- Administrative experience
- Data entry
- Organisational skills
- Paid training
- Annual leave
1d
Client Services Assistant - Print & Post
Lloyds Wealth —Leeds
- £26,200 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Annual leave
- Work from home
Tax Manager
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- AI
- Communication skills
Quick apply
Assistant Store Manager
NEXT —Leeds
- From £31,106 a year
- Full-time
- Retail management
VAT Specialist
Redmayne Bentley —Leeds
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- No degree
- Work from home
Project Lead
Lloyds Wealth —Leeds
- £56,060 - £61,666 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
Digital Client Delivery Manager (for a specialist Digital agency)
Got The T-Shirt —Leeds
- £27,500 - £34,000 a year
- Full-time
- Hybrid work
- Project management
- APIs
- Agile
Quick apply

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Private Banker

HSBC Global Services Limited -
Leeds

Apply Now

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Communication skills
Banking

Full job description

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 an exciting new direction, we offer opportunities, support and rewards that will take you further.

We’re one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.

We’re currently seeking an experienced professional to join our Yorkshire regional team in the role of Private Banker.

You’ll primarily provide wealth management services to High-Net-Worth individuals and generate new Assets Under Management, as well as increase share of wallet for existing clients with the goal of increasing overall portfolio revenues. The expected target market for will be UK Resident and UK Domiciled clients with investable assets of between £5-50 million.

If you have experience managing relationships with Private Banking or Wealth Management clients within the target market, this is an excellent opportunity to play a meaningful role in deepening client relationships, as well as bringing on board new clients.

As an HSBC employee in the UK, you’ll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role you’ll:

Provide full-service banking and wealth management services to high-net-worth individuals through the marketing of our Private Bank services
Generate new Assets Under Management and increase overall portfolio revenues through growing share of wallet from existing clients
Work closely alongside the Senior Relationship Manager who will oversee the overall client relationship. There will be requirement to undertake client meetings independently and deliver investment suitability reviews, performance conversations, and undertake initial pitch discussions
Collaborate with the Investment Specialist to ensure the client’s objectives are met through the portfolio allocation. Ensure clients understand and are aware of their level of risk
Identify opportunities to meet the credit needs of clients seeking secured and unsecured loans for a variety of purposes

To be successful in this role you should meet the following requirements:

Proven Relationship Management and an Investment Advisory track record gained within a UK Private Banking environment, specifically in terms of pitching investment capabilities to clients - essential
Excellent and demonstrable working knowledge of discretionary investment product solutions - essential
Chartered Institute for Securities & Investments Level 4 or Investment Advice Diploma qualified - essential
Outstanding communication and interpersonal skills, as well as a proven ability to manage the demands of senior internal stakeholders
Willingness to travel across the Leeds and the wider Yorkshire region to visit clients either with another team member or independently

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 - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being 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 have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [email protected].

Apply Now

Refine Your Search

wealth manager jobs in harrogate, nyk

Private Banker

Digital Account Director

Transaction Services Assistant Manager

Team Lawyer

Client Delivery Manager

Assistant Manager – Operations (Private Office ...

Primary Cook - Whitechapel Primary School (25 HRS)

Catering Assistant- Fairfield School- 13.75 Hours (Sept Start)

Cleaner - Whitcliffe Mount School

Mobile Catering Assistant - Wakefield Area (12.5 HRS)

Estate Planning Academy Associate

Wealth Manager

Sales Director - Asset Management (New Business)

Administrator

Client Services Assistant - Print & Post

Tax Manager

Assistant Store Manager

VAT Specialist

Project Lead

Digital Client Delivery Manager (for a specialist Digital agency)

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