Head of Wealth Planning, South East Asia, HSBC

HSBC

Location:
Singapore, Singapore

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

Save Job

Job offer has expired

Job Description:

The Head of Wealth Planning for Southeast Asia will lead the strategic direction and operational excellence of the wealth planning team which services high and ultra high net-worth clients across the Southeast Asia region of Global Private Banking.

Job Responsibility:

Oversee the development and delivery of comprehensive advice and structuring solutions in succession planning and business ownership transfer while collaborating with the wider Wealth Planning & Advisory team, relationship managers and other specialists
The role demands visionary leadership to drive business development, innovation, and revenue growth, while maintaining HSBC's commitment to client centric excellence
Act as a thought leader in the industry, representing the organisation at key forums, shaping market strategies, and mentoring a high-performing team
Focus on international and generational wealth planning, and to ensure alignment with global best practices and regulatory requirements, positioning HSBC as the trusted advisor in wealth management

Requirements:

Track record with a private professional practice and/or at financial institutions advising high and ultra-high net worth clients on wealth planning topics
Extensive knowledge of domestic and international client needs with direct experience on use of trust, insurance and funds solutions
An in-depth knowledge of our competitive landscape and regulatory environment
Experience leading, managing, and coaching professionals in a changing environment, proactively addressing evolution in the industry
Excellent interpersonal skills, demonstrating the ability to develop strong and productive relationships with clients, key senior management, colleagues and intermediaries in the wealth planning industry
Degree holder in law, accounting or finance, preferably with the STEP, CPA, law qualification
Highest levels of ethical standards and integrity
Must have Chinese and English language fluency and experience in advising clients on wealth planning matters in Putonghua

What we offer:

Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
August 06, 2025

Expiration:
August 20, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Head of Wealth Planning, South East Asia

HSBC

Location:Singapore, Singapore

Category:Finance

Contract Type:Not provided