Senior Wealth Planner for UHNW Clients

HSBC; Hong Kong; Vor Ort; HKD 900.000 - 1.200.000; Vollzeit

Zusammenfassung

HSBC Holdings plc is seeking a Wealth Planner in Hong Kong to provide wealth structuring and succession guidance for offshore China and offshore Taiwan markets within Global Private Banking. You will collaborate with the Wealth Planning & Advisory team and external providers to cross-sell HSBC legacy capabilities, helping drive growth while upholding client-centric standards.

You will train relationship managers, monitor industry trends, and build relationships with intermediaries to support

Qualifikationen

• 7–10 years of relevant experience in financial institutions, professional firms, or independent trust companies.
• Degree holder in law, accounting or finance with STEP, CPA or law qualification.
• Strong analytical mind and collaborative team player.

Aufgaben

• Provide comprehensive wealth structuring and wealth succession guidance for high and ultra-high net-worth clients.
• Collaborate with Wealth Planning & Advisory teams and external service providers to cross-sell HSBC legacy capabilities.
• Maintain client-centric focus while supporting revenue growth and key business strategies.
• Provide training to relationship managers and other stakeholders on wealth planning matters.
• Monitor industry trends and build relationships with wealth planning intermediaries.

Kenntnisse

Wealth planning

Client relationship management

Interpersonal communication

Team collaboration

Financial analysis

Travel willingness

Ethical standards

Bilingual English/Chinese

Ausbildung

Finance degree

Law degree

STEP certification

CPA qualification

Jobbeschreibung

HSBC Holdings plc is seeking a Wealth Planner in Hong Kong to provide wealth structuring and succession guidance for offshore China and offshore Taiwan markets within Global Private Banking. You will collaborate with the Wealth Planning & Advisory team and external providers to cross-sell HSBC legacy capabilities, helping drive growth while upholding client-centric standards.

You will train relationship managers, monitor industry trends, and build relationships with intermediaries to support