Wealth Planner

HSBC; Hong Kong; On-site; HKD 850,000 - 1,600,000; Full time

Job summary

HSBC Holdings plc in Hong Kong seeks a highly skilled Wealth Planner to deliver comprehensive wealth structuring and succession guidance for high and ultra-high net-worth clients in the offshore China and offshore Taiwan markets.

Reporting to the Head of Wealth Planning for Greater China, you will collaborate with the Wealth Planning & Advisory team and external partners to cross-sell HSBC’s legacy capabilities, train relationship managers, and stay ahead of industry trends.

Qualifications

• 7–10 years of relevant experience in financial institutions, professional firms or independent trust companies.
• Degree holder in law, accounting or finance, preferably with STEP, CPA, or law qualification.
• Fluent in Chinese and English with Putonghua advisory experience.
• Willingness to travel for business.

Responsibilities

• Provide wealth structuring and wealth succession guidance for UHNW clients in offshore China and offshore Taiwan markets.
• Collaborate with Wealth Planning & Advisory team and external partners to enable cross-sell of HSBC’s legacy capabilities.
• Drive business strategies and revenue growth while upholding client-centric standards.
• Train relationship managers and other stakeholders; participate in ad-hoc projects.
• Monitor industry trends and maintain relationships with intermediaries in wealth planning.

Skills

Interpersonal skills

Analytical mindset

Team collaboration

Education

Degree in law, accounting or finance

STEP/CPA/law qualification

Job description

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