Wealth Planner

HSBC; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Wealth planning

High net-worth clients

Cross-border advisory

Relationship management

Team collaboration

Travel willingness

Ethical standards

Education

Law/Accounting/Finance degree

STEP

CPA

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