Wealth Planner

Found in: Talent HK C2 - 2 weeks ago

Hong Kong, Hong Kong SAR China HSBC Full time

Some careers grow faster than others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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.

Principal Responsibilities

Comprehensive guidance of High-Net-Worth Individuals particularly from Asia, 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 Requirements 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 IIQE qualifications (paper 1 and 4) are preferred 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

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