Wealth Planner

HSBC; Hong Kong; In loco; HKD 900.000 - 1.200.000; Tempo pieno

Descrizione del lavoro

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

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Wealth planning

Client relationship management

Interpersonal communication

Team collaboration

Financial analysis

Travel willingness

Ethical standards

Bilingual English/Chinese

Formazione

Finance degree

Law degree

STEP certification

CPA qualification

Descrizione del lavoro

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

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