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.
You will 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.
Your responsibilities will include:
- Exercising key business strategies and revenue growth, while maintaining HSBC's commitment to client centric excellence.
- Providing training to relationship managers and other internal stakeholders, and working on other projects as assigned from time to time.
- Monitoring industry trends and maintaining 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.
- A degree in law, accounting or finance, preferably with the STEP, CPA, law qualification.
- A sound analytical mind and strong self-motivation.
- Excellent interpersonal skills, demonstrating the ability to develop strong and productive relationships with high and ultra-high net-worth clients.
- Fluency in Chinese and English, with experience in advising clients on wealth planning matters in Putonghua.
- Willingness to travel for business.
- The highest levels of ethical standards and integrity.