Wealth Planner, HSBC

Wealth Planner

HSBC

Location:
Hong Kong, Central

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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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

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