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Wealth Planner - Retail Banking and Wealth Management
November 6, 2019
Join our fast-growing Asia Wealth Management teams
Our wealth management businesses help high-net-worth and ultra-high net worth individuals and their families to grow, manage and preserve their wealth. We're rapidly expanding our client-facing and investment-focused teams in Retail Banking and Wealth Management and Global Private Banking in China, Hong Kong and Singapore, and are interested in speaking with high-performing individual.
We are currently seeking a high caliber professional to join our team as Wealth Planner .
Partner with Top Tier Relationship Managers in deepening and growing client relationships through identifying clients' needs and presenting relevant wealth solutions and technical analysis to clients
Actively support Top Tier Relationship Managers to offer clients solutions that meet their needs and risk profile
Report to Division Investment Counsellor and work with a cluster of Jade Directors to build clients wealth portfolio
Maintain a high level of technical expertise by working closely with product team and product providers
University degree with honors in economics, finance, business, mathematics or a related discipline
Experienced in the role of Investment Counsellor or Advisor or Financial Advisor or sales leader role in either retail, private, commercial, investment banks or fund houses
Solid industrial experiences as a wealth planner or financial advisor
Strong client skills with ability to deliver needs based solutions and first-of-class client experience
Deep knowledge of specific complex financial planning solutions and products including the knowledge of financial markets, economic dynamics, financial planning environment, new product solutions and regulatory requirement relevant to financial planning
Analytical skills to review opportunities in Top Tier Relationship Manager portfolios and engage in client meetings
Licensed for promoting investment and insurance products is a must
Financial Risk Manager or other qualifications is a must
Good command of both spoken and written Chinese, inclusive of Cantonese and Mandarin, and English
To find out more about roles in Wealth Management in Hong Kong, mainland China and Singapore visit www.hsbc.com/wealth-careers
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. #LI-MH1