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.

Broking Services provides full investment services in stocks, bonds, currencies, precious metals, commodities and derivatives to retail, corporate customers and financial intermediaries. As a leading full service broker dealer in Hong Kong, our investment services include advisory, execution, risk and portfolio management, custodianship, and margin financing.

We are currently seeking a high calibre professional to join our team as a Wealth Planner, Wealth Planning and Advisory.

Principal Responsibilities

To be a part of the Wealth Planning team providing comprehensive wealth structuring guidance to clients of HSBC Global Private Banking in Greater ChinaTo support in the advisory and implementation of succession planning solutions for clientsTo support the team on trust onboarding, internal reporting, training and other projects, as assigned from time to time. This entails curating presentation and other materials and liaising with all internal stakeholders, clients and service providersTo collaborate within the wider Wealth Planning and Advisory team to facilitate the cross-sell of HSBC’s overall legacy capabilitiesTo monitor trends in the wealth planning industry in the respective regions and communicate necessary changesTo maintain close relationship with intermediaries in the wealth planning industry