Wealth Planner, Hong Kong

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. 

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC 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. 

We are currently seeking a high calibre professional to join our team as a Wealth Planner, Hong Kong.

Principal Responsibilities

• Report into the Head of Wealth Planning for Hong Kong, Philippines and International Markets to provide comprehensive wealth structuring and wealth succession guidance and solutions for high and ultra-high net-worth clients from our home market of Hong Kong in 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, relationship managers and other specialists.
• 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.  

Knowledge & Experience / Qualifications

• Significant number of 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 Cantonese and English language fluency and experience in advising clients on wealth planning matters in Putonghua

Opening up a world of opportunity
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Issued by The Hongkong and Shanghai Banking Corporation Limited.