HSBC

1 week ago

Private Banker (Leeds, GB, LS1 5JL)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Provide full-service wealth management to high-net-worth clients in the UK, growing new Assets Under Management and increasing share of wallet to drive overall portfolio revenues. Partner with a Senior Relationship Manager and Investment Specialist to deliver investment suitability reviews, performance conversations, and portfolio allocation aligned to client objectives and risk levels. Identify credit opportunities for secured and unsecured loans across client needs while traveling within Leeds and wider Yorkshire.

Location: Leeds

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Provide full-service banking and wealth management services to high-net-worth individuals through marketing of Private Bank services.
•Generate new Assets Under Management and increase overall portfolio revenues by growing share of wallet for existing clients.
•Undertake client meetings independently and deliver investment suitability reviews, performance conversations, and initial pitch discussions.
•Collaborate with the Investment Specialist to meet client objectives via portfolio allocation and ensure clients understand their risk level.
•Identify opportunities to meet clients’ credit needs through secured and unsecured loans for various purposes.

Travel: Medium travel

Pay and Benefits

Perks:Health InsurancePensionParental Leave

Key Requirements

•Proven relationship management and an investment advisory track record within a UK private banking environment, including pitching investment capabilities to clients.
•Excellent working knowledge of discretionary investment product solutions.
•Chartered Institute for Securities & Investments Level 4 or Investment Advice Diploma qualification.
•Outstanding communication and interpersonal skills, including managing the demands of senior internal stakeholders.
•Willingness to travel across Leeds and the wider Yorkshire region to visit clients, independently or with another team member.

Education:Certification / Diploma

Skills:Relationship managementInvestment advisoryCommunicationInterpersonal skillsStakeholder management

Certifications:Chartered Institute for Securities & Investments Level 4Investment Advice Diploma

Company Brief

HSBC

Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn

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HSBC

1 week ago

Private Banker (Leeds, GB, LS1 5JL)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Leeds

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Provide full-service banking and wealth management services to high-net-worth individuals through marketing of Private Bank services.
•Generate new Assets Under Management and increase overall portfolio revenues by growing share of wallet for existing clients.
•Undertake client meetings independently and deliver investment suitability reviews, performance conversations, and initial pitch discussions.
•Collaborate with the Investment Specialist to meet client objectives via portfolio allocation and ensure clients understand their risk level.
•Identify opportunities to meet clients’ credit needs through secured and unsecured loans for various purposes.

Travel: Medium travel

Pay and Benefits

Perks:Health InsurancePensionParental Leave

Key Requirements

•Proven relationship management and an investment advisory track record within a UK private banking environment, including pitching investment capabilities to clients.
•Excellent working knowledge of discretionary investment product solutions.
•Chartered Institute for Securities & Investments Level 4 or Investment Advice Diploma qualification.
•Outstanding communication and interpersonal skills, including managing the demands of senior internal stakeholders.
•Willingness to travel across Leeds and the wider Yorkshire region to visit clients, independently or with another team member.

Education:Certification / Diploma

Skills:Relationship managementInvestment advisoryCommunicationInterpersonal skillsStakeholder management

Certifications:Chartered Institute for Securities & Investments Level 4Investment Advice Diploma

Company Brief

HSBC

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn