Senior Wealth Planner for UHNW & Cross-Border Advisory

HSBC Holdings plc; Hong Kong; Sur place; HKD 900 000 - 1 300 000; Plein temps

Résumé du poste

HSBC Holdings plc in Hong Kong seeks a Wealth Planner to deliver wealth structuring and succession guidance for high and ultra-high net-worth clients within the offshore China and offshore Taiwan markets of Global Private Banking. The role collaborates with in-house specialists and external providers to cross-sell legacy capabilities.

The candidate will contribute to revenue growth, maintain client-centric excellence, and train relationship managers while staying attuned to industry trends and

Qualifications

• 7–10 years of wealth planning experience in financial institutions or related firms.
• Degree in law, accounting or finance; STEP, CPA or law qualification preferred.
• Strong analytical mind, integrity, and client relationship skills with UHNW clients.

Responsabilités

• Provide comprehensive wealth structuring and wealth succession guidance for UHNW clients.
• Collaborate with Wealth Planning & Advisory team and external service providers to cross-sell HSBC’s legacy capabilities.
• Support revenue growth while maintaining client-centric excellence.
• Provide training to relationship managers and other internal stakeholders.
• Monitor industry trends and maintain relationships with intermediaries in wealth planning.

Connaissances

Wealth planning

High net-worth clients

Cross-border advisory

Relationship management

Team collaboration

Travel willingness

Ethical standards

Formation

Law/Accounting/Finance degree

STEP

CPA

Description du poste

HSBC Holdings plc in Hong Kong seeks a Wealth Planner to deliver wealth structuring and succession guidance for high and ultra-high net-worth clients within the offshore China and offshore Taiwan markets of Global Private Banking. The role collaborates with in-house specialists and external providers to cross-sell legacy capabilities.

The candidate will contribute to revenue growth, maintain client-centric excellence, and train relationship managers while staying attuned to industry trends and