Wealth Planner - Global Private Banking

HSBC

  • Central, Hong Kong
  • Permanent
  • Full-time
  • 21 days ago
Job descriptionSome careers open more doors than others.If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.We are currently seeking a high calibre professional to join our team as a Wealth Planner.Principal ResponsibilitiesIn this role you will:
  • To be a part of the Wealth Planning team providing comprehensive wealth structuring guidance to clients of HSBC Global Private Banking in Hong Kong
  • To advice high net worth and ultra-high net worth clients and implement succession planning solutions working with both in-house and external service providers
  • To collaborate within the wider Wealth Planning and Advisory team to facilitate the cross-sell of HSBC’s overall legacy capabilities
  • To monitor trends in the wealth planning industry in the respective regions and communicate necessary changes
  • To provide training to relationship managers and other internal stakeholders, and work on other projects as assigned from time to time
  • To maintain close relationship with intermediaries in the wealth planning industry
RequirementsTo be successful you will need:
  • Degree holder in law, accounting or finance, preferably with accounting or law qualification
  • Sound analytical mind and strong self-motivator
  • Collaborative team player, who can work closely with different business partners and stakeholders
  • Excellent inter-personal skills with direct client experience on trust and insurance matters
  • Able to work independently and detail oriented. Highest levels of ethical standards and integrity
  • Good writing, presentation and public speaking skills
  • Willing to travel for business
  • Fluency in both spoken and written English and Chinese, Cantonese and Putonghua preferred
Opening up a world of opportunityHSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.Issued by The Hongkong and Shanghai Banking Corporation Limited.

HSBC