Job description
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.
International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
We are currently seeking a high calibre professional to join our team as Head of Wealth Planning, South East Asia.
Principle Responsibilities
- The Head of Wealth Planning for Southeast Asia will lead the strategic direction and operational excellence of the wealth planning team which services high and ultra high net-worth clients across the Southeast Asia region of Global Private Banking.
- 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
- 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
Requirements
Requirements
Knowledge & Experience / Qualifications
- Track record with a 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
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.
Opening up a world of opportunity
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Issued by The Hongkong and Shanghai Banking Corporation Limited