Wealth Planning Associate

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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.

Principle Responsibilities

• Be part of the Wealth Planning team to provide wealth structuring support and follow through the prospecting of clients of HSBC Private Banking in Hong Kong, Philippines and International Markets.  This may include meeting with and prepare proposals for prospective clients with Wealth Planners.
• Support the Wealth Planning team on trust onboarding, internal reporting, training and other projects as assigned from time to time. This entails curating presentation and other materials and liaising with internal stakeholders, clients and service providers.
• Maintain close relationship with HSBC trust company relating to trust onboarding activities and Know-Your-Customers related due diligence processes.
• Participate in key business strategies and revenue growth from marketing and compliance perspectives.

Requirements
Knowledge & Experience / Qualifications

• Experience preferably in financial institutions, professional firms, or independent trust companies with knowledge in trust, fiduciary, insurance, legal or accountancy environment.
• Degree holder in Business Administration, Accounting, Corporate Governance or related discipline
• Company secretarial, accounting or legal background is a plus
• Team player who can work closely with different business partners and stakeholders
• Good interpersonal, communication and client interfacing skills. Ability to multi-task and to work in a diverse environment
• Fluent in English and Cantonese and preferably fluent in Putonghua

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