HSBC Group

GCB 3

Some careers grow faster than others. 

If you’re looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC.

We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world.

We are currently seeking a high calibre professional to join our team as Head of Wealth Planning, Greater China. 

Principle Responsibilities

• The Head of Wealth Planning for Greater China will lead the strategic direction and operational excellence of the wealth planning team which services high and ultra high net-worth clients with the offshore China and offshore Taiwan teams of Global Private Banking 
• He/she must oversee the development and delivery of comprehensive advice and structuring solutions in succession planning and business ownership transfer while collaborating with the wider Wealth Planning & Advisory team, relationship managers and other specialists 
• The role demands visionary leadership to drive business development, innovation, and revenue growth, while maintaining HSBC's commitment to client centric excellence   
• He/she will need to act as a thought leader in the industry, representing the organisation at key forums, shaping market strategies, and mentoring a high-performing team 
• Focus on international and generational wealth planning, and to ensure alignment with global best practices and regulatory requirements, positioning HSBC as the trusted advisor in wealth management 

Knowledge & Experience / Qualifications

• At least 15 years of relevant experience either in private professional practice and/or at financial institutions advising high and ultra-high net worth clients on wealth planning topics
• Extensive knowledge of domestic and international client needs with direct experience on use of trust, insurance and funds solutions
• An in-depth knowledge of our competitive landscape and regulatory environment
• Experience leading, managing, and coaching professionals in a changing environment, proactively addressing evolution in the industry
• Excellent interpersonal skills, demonstrating the ability to develop strong and productive relationships with clients, key senior management, colleagues and intermediaries in the wealth planning industry
• Degree holder in law, accounting or finance, preferably with the STEP, CPA, law qualification
• Highest levels of ethical standards and integrity
• Must have Chinese and English language fluency and experience in advising clients on wealth planning matters in Putonghua 

When applying, please submit a full resume and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. For internal applicants in Hong Kong with less than twelve months in their current role, please also obtain and enclose the endorsement from your current line manager in the application as well; for more information, you can visit HRDirect and search for content "HKG: Do I need any approval to look for internal career opportunities?".

You’ll achieve more at 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.