- 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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Kelvin Zin International 觀塘區, 香港 OTHERKelvin Zin International Group @ Manulife · 一個與眾不同的充滿活力,搵到錢,快樂指數高的團隊。 · 快來加入我們吧 · 工作性質: · 參與每日會議及各種不同主題的培訓 · 提升溝通技巧及建立社交人脈網絡 · 提供客戶各項財富管理諮詢與服務 · 學習不同理財知識 · 福利待遇 : · 入職者獎金高達$6,000、新人獎金、每週獎金、每月花紅、每月津貼、年終花紅 · 收入無上限 · 特快晉升機會 (最快一年內晉升為管理層) · 獲得出席海外旅行、業務會議 · 每月定時舉辦不同興趣班、工作坊、遊戲活動 · W ...
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HSBC Hong Kong, 香港 Permanent - 全职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 di ...
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HSBC Hong Kong, 香港 Permanent - 全职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. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers o ...
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HSBC Hong Kong, 香港 Permanent - 全职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 di ...
Wealth Planner - Hong Kong, 香港 - HSBC
描述
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
