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Wealth Strategist

1 month ago

Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
Job Opportunity: Wealth Planner, Wealth Planning and Advisory

About the Role:
HSBC Global Private Banking is seeking a skilled professional to join our team as a Wealth Planner, Wealth Planning and Advisory. This role will involve providing comprehensive wealth structuring guidance to clients in Greater China and supporting the advisory and implementation of succession planning solutions.

Key Responsibilities:
  • Provide expert wealth structuring guidance to clients in Greater China
  • Support the advisory and implementation of succession planning solutions
  • Collaborate with the wider Wealth Planning and Advisory team to facilitate the cross-sell of HSBC's overall legacy capabilities
  • Maintain close relationships with intermediaries in the wealth planning industry

Requirements:
  • At least 3-5 years of relevant experience in financial institutions, professional firms, or independent trust companies
  • Degree holder in law, accounting, or finance, preferably with the STEP, CPA, or law qualification
  • Sound analytical mind and strong self-motivator
  • Collaborative team player with excellent interpersonal skills
  • Able to work independently and detail-oriented
  • Good writing, presentation, and public speaking skills
  • Fluency in both spoken and written English and Chinese, Cantonese and Putonghua preferred

About HSBC:
HSBC is committed to building a culture where all employees are valued, respected, and opinions count. We offer a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment.