Area Wealth Management Leader
Posted 1 hour 48 minutes ago by HSBC
Permanent
Full Time
Other
York, City, United Kingdom, YO1 0
Job Description
A leading financial services institution is seeking an Area Wealth Director to drive the Wealth strategy and lead a team of Wealth Managers and Analysts. This role focuses on compliance, enhancing customer service, and delivering holistic financial planning to meet client needs. Candidates must hold a QCF Level 4 qualification, possess Competent Adviser Status, and demonstrate expertise in wealth products. A commitment to diversity and inclusion is essential in this position.