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Wealth Planner

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HSBC

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Location:
Hong Kong, Central

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

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.

Job Responsibility:

  • 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

Requirements:

  • 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
What we offer:
  • Continuous professional development
  • Flexible working
  • Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
June 04, 2025

Expiration:
July 04, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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