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Daniel Helwig Email & Phone Number

Chartered Financial Planner - HSBC Private Bank at HSBC

Location: London, England, United Kingdom 6 work roles 4 schools

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✓ Verified August 2026 3 data sources Profile completeness 100%

Current company

HSBC

Role

Chartered Financial Planner - HSBC Private Bank

Location

London, England, United Kingdom

Company size

192615 employees

Who is Daniel Helwig? Overview

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Quick answer

Daniel Helwig is listed as Chartered Financial Planner - HSBC Private Bank at HSBC, a with 192615 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Daniel Helwig.

Daniel Helwig previously worked as Private Client Wealth Manager at Hsbc and Premier Client Manager (HNW) at Hsbc Retail Banking And Wealth Management. Daniel Helwig holds Advanced Diploma In Financial Planning from Chartered Insurance Institute.

Company email context

Email format at HSBC

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HSBC

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Profile bio

About Daniel Helwig

Proactive strategic planner, using professionalism, client focus and an expert understanding of financial planning, advice and wealth products to develop long term, in-depth, and successful relationships.Currently specialising in providing advice to:FTSE 100 & FTSE 250 C-SuiteHNW Sports & Media ClientsEntrepreneurs - Established & Liquidity EventsHedge Fund & Portfolio Managers

Listed skills include Wealth Management, Financial Advisory, Retirement Planning, Retail Banking, and 21 others.

Current workplace

Daniel Helwig's current company

Company context helps verify the profile and gives searchers a useful next step.

Hsbc

Chartered Financial Planner - HSBC Private Bank

london, greater london, united kingdom

Website

hsbc.com

Employees

192615

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Company profile

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6 roles

Daniel Helwig work experience

A career timeline built from the work history available for this profile.

Private Client Wealth Manager

Current

Hsbc

Hsbc Private Bank Mayfair

May 2017 - Present

Premier Client Manager (Hnw)

Hsbc Retail Banking And Wealth Management

Mayfair, London

Nov 2014 - Apr 2017

Premier Relationship Manager

Hsbc Retail Banking And Wealth Management

Baker Street, London

Dec 2013 - Nov 2014

Financial Planning Manager

Lloyds Banking Group

Westminster And Mayfair, London

Sep 2007 - Feb 2013

Personal Banking Manager

Barclays

Derby, United Kingdom

Jul 2006 - Aug 2007

Assistant Branch Manager

Hfc Bank

Nottingham, United Kingdom

Jul 2005 - Jun 2006

Team & coworkers

Colleagues at HSBC

Other employees you can reach at hsbc.com. View company contacts for 192615 employees →

PC

Pin-Chien Chang Colleague at HsbcTaiwan, Province Of China View → MA

Mohamed Ashraf Colleague at HsbcCairo, Egypt View → AS

Amit Singh Colleague at HsbcPune, Maharashtra, India View → SL

Stephanie Landry Colleague at HsbcGreater Tampa Bay Area, United States View → ML

Mary Leena Dodda Colleague at HsbcHyderabad, Telangana, India View → NF

Naveesha Fernando Colleague at HsbcMoratuwa, Western Province, Sri Lanka View → KD

Konrad Dudek Colleague at HsbcCracow, Małopolskie, Poland View → JF

Janine Fernandez Colleague at HsbcMumbai, Maharashtra, India View → TS

Tara Shaw Colleague at HsbcLondon, England, United Kingdom View → RC

Rahul Chavan Colleague at HsbcPune, Maharashtra, India View →

4 education records

Daniel Helwig education

Advanced Diploma In Financial Planning

Chartered Insurance Institute

Dip Cii, Diploma In Financial Planning, Level 4 (Qcf)

Chartered Insurance Institute

Cefa, Certificate In Financial Advice

Ifs

Bsc (Hons), Business & Management

Brunel University

FAQ

Frequently asked questions about Daniel Helwig

Quick answers generated from the profile data available on this page.

What company does Daniel Helwig work for?

Daniel Helwig works for HSBC.

What is Daniel Helwig's role at HSBC?

Daniel Helwig is listed as Chartered Financial Planner - HSBC Private Bank at HSBC.

Where is Daniel Helwig based?

Daniel Helwig is based in London, England, United Kingdom while working with HSBC.

What companies has Daniel Helwig worked for?

Daniel Helwig has worked for Hsbc, Hsbc Retail Banking And Wealth Management, Lloyds Banking Group, Barclays, and Hfc Bank.

Who are Daniel Helwig's colleagues at HSBC?

Daniel Helwig's colleagues at HSBC include Pin-Chien Chang, Mohamed Ashraf, Amit Singh, Stephanie Landry, and Mary Leena Dodda.

How can I contact Daniel Helwig?

You can use AeroLeads to view verified contact signals for Daniel Helwig at HSBC, including work email, phone, and LinkedIn data when available.

What schools did Daniel Helwig attend?

Daniel Helwig holds Advanced Diploma In Financial Planning from Chartered Insurance Institute.

What skills is Daniel Helwig known for?

Daniel Helwig is listed with skills including Wealth Management, Financial Advisory, Retirement Planning, Retail Banking, Mortgage Lending, Banking, Strategic Financial Planning, and Portfolio Management.

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