Wealth Planning Support - Global Private Banking

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • HSBC
  • 19 Jul 18 2018-07-19

Wealth Planning Support - Global Private Banking

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.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

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

Principal responsibilities

  • Update relevant reports for pipeline and completed cases
  • Provide timely reports to Head of Wealth Planning, including but not limited to monthly reports, account planning, pipeline tracking, collaboration figures
  • Maintain team library to ensure consistent and updated materials are available for Wealth Planners to market effectively
  • Assist Wealth Planner to prepare proposal for new prospect
  • Coordinate for New Business Approval, that is to ensure all Know-Your-Customers documents and information are obtained for due diligence purpose
  • Prepare documentation in relation to trust establishment and assets transfer, including but not limited to Trust Deed, Deed of Gift, Letter of Wishes
  • Ensure all deeds, documentation, correspondence, legal or tax advice if any have been filed properly
  • Responsible for some administrative duties, including organizing travel arrangements and meeting arrangements for Wealth Planners, printing of marketing materials, assistance to internal and external events arrangement
  • Maintain good working relationship with other teams, including Business Implementation Unit, Documentation Team, Trust Relationship Managers, Compliance, Fiduciary Support, Finance Department to ensure efficiency in completing the tasks
  • Coordinate with other business units and professional parties to follow up and complete clients' requests

  • Degree holder in Business Administration, Accounting, Corporate Governance or related discipline
  • Company secretarial, accounting or legal background is a plus
  • Good interpersonal and communication skills with high level of attention to detail
  • Strong team player and high sense of responsibility
  • Be self-motivated, independent, hardworking, eager to learn and be able to work under pressure
  • Fluent in English and Cantonese and preferably fluent in Mandarin

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.