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If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world.
At HSBC Private Bank, we put our clients at the centre of everything we do.
We are currently seeking a high calibre professional to join our team as a Wealth Planner.
Comprehensive guidance of High Net Worth Individuals particularly from Asia (with a focus for China and Taiwan Markets), with consideration to all aspects of wealth planning
Understand clients' needs and recommend suitable wealth structuring solutions to meet those needs
Monitor trends in the wealth planning industry and the respective regions, make sure these are communicated via Wealth Planning & Advisory and implement necessary changes in order to achieve the long term goals of the individual and his or her family
Review and draft necessary pitch books and client presentations, corresponding legal, trust and other documentation
Work closely with Relationship Managers and Trust & Fiduciary Services to ensure on boarding the right clients according to Global Standard
Close collaboration with HSBC Private Banking and / or group affiliates providing the Wealth Planning & Advisory Solutions proposition and enable them to grow their client base
Support Global Private Banking through structured account planning with Relationship Managers and Investment Counsellors
Network and maintain close relationship with intermediaries in the wealth planning industry
Degree holder in law, business or tax, preferably with the Society of Trust and Estate Practitioners and Chartered Public Accountants qualification
Experience in law firms, financial institutions, family office or independent trust companies with trust experience
Solid experience in client relationship management with legal and tax professional exposure
Fluent written and spoken English. Ability in speaking Cantonese, Mandarin or other Chinese dialect would be an advantage
Travelling is required on need basis
Good interpersonal skills
Able to work independently with minimum supervision and detail oriented