Senior Wealth Planner

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

The Senior Wealth Planner is a contributing member of HSBC’s Wealth Planning and Advisory (WPA) team of global trust, estate planning, financial planning, family governance, philanthropy, and family office specialists, who together provide advisory services to HSBC individual and family clients. The Senior Wealth Planner works directly with clients and their legal advisors regarding the consideration of holistic estate planning solutions, frequently involving complex family structures and cross-border considerations. 

As a Senior Wealth Planner, you will work closely with high and ultra-high net worth individuals and families and their legal counsel regarding sophisticated income and estate tax, asset protection, and generational planning needs.  You will serve as a key client-facing member of the US Private Banking team, partnering closely with the Relationship Managers to provide outstanding client service.

HSBC Wealth & Personal Banking US is an integrated platform which provides comprehensive financial services to clients from mass affluent through Ultra High Net Worth (UHNW) segments. A cornerstone piece of HSBC’s model is the Wealth Planning & Advisory team, a centralized team of specialist resources with deep technical expertise in the areas of estate planning, income tax, pre-immigration and cross-border tax planning, business succession, philanthropy, family governance, and family office advisory. Wealth Planning & Advisory partners with internal stakeholders, including Sales management and Relationship Managers as assigned. 

As our Senior Wealth Planner, you will have:

• Commitment to Excellence. The Senior Wealth Planner must be both a technician and have very strong client and business acumen. Deep technical expertise in advising entrepreneurs, founders, and early-stage investors on income tax, wealth preservation and protection, and generational wealth transfer topics is required. Experience working with international estate planning and wealth structuring is helpful. In addition, a high level of professionalism, attention to detail, responsiveness, an understanding of business processes, and ability to navigate complex organizations are also critical to success
• Sales Mindset. The Senior Wealth Planner will drive new revenue by serving as a vital member of the client facing team and a core component of the US Private Banking value proposition and will meet daily with prospective and existing clients. The Senior Wealth Planner thrives in business development meetings and can quickly connect with clients, identify their needs, and articulate the value of active and ongoing wealth planning. This individual will look for opportunities to introduce product specialists for cross-sales opportunities
• Thought Leader. The Senior Wealth Planner is a known expert in the professional advisor community, with a strong professional network and deep connections to the legal and tax industry. Demonstrated leadership with local industry associations is helpful, as is public speaking and writing experience. As the internal center of excellence for all planning-related topics, the Wealth Planning & Advisory team regularly produce new and interesting client content, including written articles and guidebooks, live and online events, podcasts, etc., and speak at external conferences and events
• Proactive. The Senior Wealth Planner will develop strong relationships with Relationship Managers, Investment Counsellors, and product specialists. This individual will bring new ideas to the local market and actively seek opportunities to engage with clients on wealth planning matters
• Passionate. The Senior Wealth Planning is passionate about working with individuals building, investing in, and scaling tomorrow’s greatest companies. Helping clients with challenging tax and estate planning matters is invigorating and exciting. This individual will sit on a team of high-achieving, motivated individuals who desire to create a positive impact for families across generations to protect and preserve their wealth, and who stay current on new planning ideas, trends, and the broader legislative and regulatory environment
• Collaborative. The Senior Wealth Planner will serve as the Wealth Planning & Advisory team’s liaison to HSBC Innovation Banking and will work to develop relationships with the Relationship Managers in Innovation Banking advising founders, entrepreneurs, and investors in the innovation economy. This individual must have a strong desire to work creatively and collaboratively with others toward shared wins, and embody a ‘one bank’ mentality
• Always improving. The Senior Wealth Planner is a team player, detail oriented, and has a positive attitude

You'll likely have the following qualifications to succeed in this role:

• Advanced degree, preferably in Finance, Business Management (MBA), Law or equivalent is preferred
• Strong experience either in private law practice, public accounting firm, and/or at a wealth management firm advising high and ultra-high net worth clients on wealth planning topics, particularly founders, entrepreneurs, and early-stage investors
• JD or CPA (or foreign equivalent) required; LLM, or CFP preferred
• Extensive knowledge of the Wealth and Personal Banking business, domestic and international client needs, and in-depth knowledge of our competitive landscape and regulatory environment
• Experience coaching sales professionals in a changing environment, proactively addressing evolution in the industry
• Excellent interpersonal skills with both clients and colleagues, demonstrating the ability to develop strong and productive relationships with clients, key senior management, and colleagues
• Private practice experience preferred
• Additional language fluency is strongly preferred (particularly Spanish and/or Portuguese)

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.