Wealth Planner - Retail Banking and Wealth Management

Hong Kong, Hong Kong
Mar 24, 2019
Mar 24, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
If you're looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

Retail Banking and Wealth Management serves more than 38 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

We are currently seeking a high caliber professional to join our team as Wealth Planner.

In this role, you will
  • Partner with Top Tier Relationship Managers in deepening and growing client relationships through identifying client's 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

To be successful in this role, you should meet the following requirements
  • 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
  • Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager or other qualifications is a must
  • Good command of both spoken and written Chinese, inclusive of Cantonese and Mandarin, and English

For further details and application information please visit our career site, search under reference number 0000BMLI

You'll achieve more when you join HSBC.


Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited

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