Wealth Planner

HSBC; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

HSBC seeks a Wealth Planner to join Global Private Banking for the Greater China offshore markets. You will provide wealth structuring, cross-sell legacy capabilities, and drive revenue growth while upholding client-centric standards.

With 7–10 years of experience and a degree in law, accounting or finance (STEP/CPA preferred), you will train managers, travel as needed, and build strong relationships with high-net-worth clients in Chinese and English.

Qualifications

• 7–10 years of relevant experience in financial institutions or wealth planning.
• Degree holder in law, accounting or finance; STEP/CPA preferred.
• Sound analytical mind and strong self-motivation.
• Fluent in Chinese and English; Putonghua experience with clients.
• Willingness to travel and maintain high ethical standards.

Responsibilities

• Provide wealth structuring and succession guidance for high and ultra-high net-worth clients.
• Collaborate with Wealth Planning & Advisory teams and external providers to cross-sell HSBC capabilities.
• Drive business strategy, revenue growth and client-centric excellence.
• Train relationship managers and internal stakeholders on wealth planning matters.
• Monitor industry trends and maintain relationships with intermediaries.

Skills

Interpersonal skills

Team collaboration

Analytical thinking

Ethical standards

Willing to travel

Bilingual (Chinese/English)

Education

Degree in law/accounting/finance

STEP/CPA qualification

Job description

GCB 4

We are currently seeking a high calibre professional to join our team as a

Wealth Planner.

• Report into the Head of Wealth Planning for Greater China to provide comprehensive wealth structuring and wealth succession guidance and solutions for high and ultra-high net-worth clients for the offshore China and offshore Taiwan market of Global Private Banking.
• Collaborate with the wider Wealth Planning & Advisory team and other specialists from both inhouse and external service providers to facilitate the cross-sell of HSBC’s overall legacy capabilities.
• Exercise key business strategies and revenue growth, while maintaining HSBC's commitment to client centric excellence.
• Provide training to relationship managers and other internal stakeholders, and work on other projects as assigned from time to time.
• Monitor industry trends and maintain close relationships with intermediaries in the wealth planning industry.

In This Role You Will

• Report into the Head of Wealth Planning for Greater China to provide comprehensive wealth structuring and wealth succession guidance and solutions for high and ultra-high net-worth clients for the offshore China and offshore Taiwan market of Global Private Banking.
• Collaborate with the wider Wealth Planning & Advisory team and other specialists from both inhouse and external service providers to facilitate the cross-sell of HSBC’s overall legacy capabilities.
• Exercise key business strategies and revenue growth, while maintaining HSBC's commitment to client centric excellence.
• Provide training to relationship managers and other internal stakeholders, and work on other projects as assigned from time to time.
• Monitor industry trends and maintain close relationships with intermediaries in the wealth planning industry.

To Be Successful You Will Need

• At least 7-10 years of relevant experience, preferably in financial institutions, professional firms, or independent trust companies
• 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.
• Willingness to travel for business
• Highest levels of ethical standards and integrity
• Must have Chinese and English language fluency and experience in advising clients on wealth planning matters in Putonghua

Opening up a world of opportunity

www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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