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Senior Wealth Planning Consultant - Wealth & Personal Banking

Hong Kong, Hong Kong
Closing date
Oct 4, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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. 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.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC's wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.

We are currently seeking a high calibre professional to join our team as a Senior Wealth Planning Consultant.

As one of Senior Wealth Planning Consultant in Wealth Investment Sales Team, act as a subject matter expert on Wealth Investment Solutions & market updates supporting Jade RM on deepening wealth relationship opportunities thru joint meeting with Jade customers to understand customers' needs and provide wealth investment solutions.

Principal Responsibilities
  • Adding value to clients with more complex needs, e.g. top-tier Premier/Jade clients and is assigned to a team of Jade Relationship Managers
  • Assisting Jade Relationship Managers in understanding clients' needs holistically, meeting clients together with Jade Relationship Managers when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them
  • Assisting Jade Relationship Managers to gain more client trust and commitment in broadening and deepening their relationship with HSBC
  • Leading client education events, to help clients gain better knowledge of financial planning and the financial planning environment
*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories

  • University degree with honours in economics, finance, business, mathematics or a related discipline
  • CFA / CFP / CFPM / FRM / CRWP / ARWP / Master of Finance are highly preferred
  • Solid relationship manager or sales role or sales management experience in either retail or private or commercial or investment banks or fund houses with a focus on the distribution of investment products
  • Sound investment consultation and presentation skills
  • Excellent interpersonal and communications skills, with the ability to work effectively as part of a team
  • Strong knowledge of all wealth management products and with expertise in customer portfolio management
  • Licensed for promoting investment and insurance products
  • Fluent written and verbal English and Cantonese language skills, as well as a communicative level of Mandarin
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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.


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