Wealth Planner

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