Wealth Planner, Greater China

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Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening
up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.

We are currently seeking a high calibre professional to join our team as an Wealth Planner, Greater China.

Principle Responsibilities

• Report into the Head of Wealth Planning for Greater China to provide comprehensive wealth structuring and wealth succession guidance and solutions for high and ultra-high net-worth clients the offshore China Mainland and Taiwan market of HSBC Private Bank. 
• As a senior wealth planner, he/she will also support the Head of Wealth Planning in driving business development, innovation and revenue growth, specifically on the ultra-high net worth client segment on wealth planning topics, while collaborating with the wider Wealth Planning & Advisory team and other specialists from both inhouse and external service providers to facilitate the cross-sell of HSBC’s overall legacy capabilities.
• Exercise key business strategies and revenue growth, while maintaining HSBC's commitment to client centric excellence.
• Provide subject matter training to relationship managers and other internal stakeholders, and lead on other projects as assigned from time to time.
• Monitor industry trends and maintain close relationships with intermediaries in the wealth planning industry. 

Requirements

Knowledge & Experience / Qualifications

• At least 10-15 years of relevant experience either in private professional practice and/or at financial institutions advising high and ultra-high net worth clients on wealth planning topics
• Seasoned knowledge of domestic and international client needs with direct experience on the use of trust, insurance and funds solutions
• Degree holder in law, accounting or finance, preferably with the STEP, CPA, law qualification
• Sound analytical mind and strong self-motivator
• Collaborative team player who can work closely with different business partners and stakeholders
• Excellent interpersonal skills, demonstrating the ability to develop strong and productive relationships with high and ultra-high net-worth clients.
• 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

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role, please contact the recruiter for this role.

Opening up a world of opportunity. 
http://www.hsbc.com/careers

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Issued by The Hongkong and Shanghai Banking Corporation Limited