Wealth Planning Analyst Global Private ID183821

Wealth Planning Analyst Global Private Banking
Job ID: 0000LASI
Description
Global Private Banking & Wealth
HSBC Global 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 the future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
In this role, you will:
- Support wealth planner to provide comprehensive guidance of High Net Worth Individuals, assisting in delivering tailored wealth structuring and insurance solutions.
- Conduct research on clients’ financial backgrounds and objectives to assist in the preparation of bespoke wealth and legacy planning proposals.
- Assist in monitoring trends and regulatory changes in the wealth planning industry across Asia and globally, preparing summaries and recommendations for the Wealth Planning & Advisory team.
- Help prepare client pitch books, presentations, and supporting documentations, including legal, trust, structuring and investment materials, ensuring accuracy and compliance.
- Coordinate the logistics for succession planning discussions, philanthropy solutions, and marketing events, supporting senior team members in client interactions.
- Collaborate with Relationship Managers, Trust Partners and internal stakeholders to facilitate client onboarding in line with Global Standards, ensuring documentation completeness and operational efficiency.
- Liaise with HSBC Private Banking teams and group affiliates to support the implementation and promotion of Wealth Planning & Advisory Solutions.
- Participate in account planning sessions with Wealth Planners, Relationship Managers and Investment Counsellors, contributing research, analytical, and executional support.
- Assist in maintaining and developing relationships with external intermediaries, including legal, tax, and trust professionals, through administrative and coordination support.
- Ensure adherence to compliance and risk standards while supporting the delivery of client solutions.
Qualifications
To be successful in the role, you should meet the following requirements:
- Degree holder in law, business, accounting or tax, preferably with the Society of Trust and Estate Practitioners and Chartered Public Accountants qualification
- Experience in client relationship management with legal and tax professional exposure
- Fluent written and spoken English and Chinese
- Travelling is required on need basis
- Good interpersonal skills
- Able to work independently with minimum supervision and detail oriented
You’ll achieve more when you join HSBC.
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Issued by HSBC Bank (China) Company Limited