Job Description
Regional Wealth Planner
Location:
Leeds, GB, LS1 5JL
Brand: HSBC
Area of Interest: Private Banking
Closing Date: Hybrid Worker
Date: 19 Jun 2026
**Job description**
We are looking for an experienced Regional Wealth Planner to join our Private Bank. You will partner closely with Relationship Managers across the Northern UK regions, delivering high-quality, needs-based financial planning advice—often face-to-face at clients’ homes or from our Private Bank offices in Leeds, Liverpool and Manchester (with occasional wider UK travel).
Key responsibilities
+ Partner with Relationship Managers to deliver holistic, regulated financial planning advice to HNW clients.
+ Conduct in-depth client reviews to identify objectives, constraints, and planning opportunities.
+ Design and communicate tailored, needs-based solutions across the UK financial planning landscape.
+ Produce clear, timely and compliant do...
Location:
Leeds, GB, LS1 5JL
Brand: HSBC
Area of Interest: Private Banking
Closing Date: Hybrid Worker
Date: 19 Jun 2026
**Job description**
We are looking for an experienced Regional Wealth Planner to join our Private Bank. You will partner closely with Relationship Managers across the Northern UK regions, delivering high-quality, needs-based financial planning advice—often face-to-face at clients’ homes or from our Private Bank offices in Leeds, Liverpool and Manchester (with occasional wider UK travel).
Key responsibilities
+ Partner with Relationship Managers to deliver holistic, regulated financial planning advice to HNW clients.
+ Conduct in-depth client reviews to identify objectives, constraints, and planning opportunities.
+ Design and communicate tailored, needs-based solutions across the UK financial planning landscape.
+ Produce clear, timely and compliant do...
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