Wealth Planning Analyst, HSBC

HSBC

Location:
China, Shanghai

Category:
Finance

Contract Type:
Employment contract

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. The role involves supporting wealth planners for high net worth individuals, assisting in tailored wealth and legacy planning, performing research, monitoring industry trends, and collaborating with internal stakeholders and external intermediaries.

Job Responsibility:

Support wealth planner to provide comprehensive guidance of High Net Worth Individuals, assisting in delivering tailored wealth structuring and insurance solutions
Conduct research on clients’ financial backgrounds and objectives to assist in the preparation of bespoke wealth and legacy planning proposals
Assist in monitoring trends and regulatory changes in the wealth planning industry across Asia and globally, preparing summaries and recommendations for the Wealth Planning & Advisory team
Help prepare client pitch books, presentations, and supporting documentations, including legal, trust, structuring and investment materials, ensuring accuracy and compliance
Coordinate the logistics for succession planning discussions, philanthropy solutions, and marketing events, supporting senior team members in client interactions
Collaborate with Relationship Managers, Trust Partners and internal stakeholders to facilitate client onboarding in line with Global Standards, ensuring documentation completeness and operational efficiency
Liaise with HSBC Private Banking teams and group affiliates to support the implementation and promotion of Wealth Planning & Advisory Solutions
Participate in account planning sessions with Wealth Planners, Relationship Managers and Investment Counsellors, contributing research, analytical, and executional support
Assist in maintaining and developing relationships with external intermediaries, including legal, tax, and trust professionals, through administrative and coordination support
Ensure adherence to compliance and risk standards while supporting the delivery of client solutions

Requirements:

Degree holder in law, business, accounting or tax, preferably with the Society of Trust and Estate Practitioners and Chartered Public Accountants qualification
Experience in client relationship management with legal and tax professional exposure
Fluent written and spoken English and Chinese
Travelling is required on need basis
Good interpersonal skills
Able to work independently with minimum supervision and detail oriented

What we offer:

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

Additional Information:

Job Posted:
May 09, 2025

Expiration:
June 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Wealth Planning Analyst

HSBC

Location:China, Shanghai

Category:Finance

Contract Type:Employment contract