Wealth Planner - Global Private Banking

Job description

Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

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 caliber professional to join our team as Wealth Planner .

Principal responsibilities

· ​Achieve trust sales targets through assigned sales channels and support new business initiatives.
· Refer potential insurance business to authorized brokers.
· Handle initial asset injection and fee collection.
· Ensure client satisfaction and proper pricing & trust structuring.
· Comply with all relevant policies & regulations.

Desired profile

Qualifications :

Requirements

·  ​Degree holder in law, business or tax, preferably with the Society of Trust and Estate Practitioners, STEP qualification.
·  Qualified socilitors are preferrable.
·  Experience in law firms, financial institutions 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.
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.

You’ll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.