Financial Planning Manager HSBC China

Job description

Job 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.

We are currently seeking an experienced professional to join our team.

In this role, you will:  

• Ensure the end to end financial planning model is fully comply with internal and external compliance standard.
• Be familiar with financial planning knowledge, for example, family trust, asset allocation and advisory etc. 

• Be responsible and accountable for driving and delivering effective and innovative client proposition activities that aligns with business priorities and demonstrates core strength and capabilities of the business.
• Support to drive customer centric propositions leveraging data analytics, market research, competitors analysis for business insights to achieve best outcomes to our customers, to our business and to our brand.
• Ensure workflow and operational processes are effectively executed with relevant approvals obtained and available resources are applied efficiently.
• Ensure our client propositions capabilities and outputs (including communications) match to the standard of international industry leaders.

Requirements

To be successful in the role, you should meet the following requirements:

 

•     University graduate or above

•     Good stakeholder management skill, including external and internal stakeholders

•     Good English and Mandarin communication, MS Excel skill, MS PowerPoint skill

•     Familiar with asset allocation and advisory

•     At least 5 years’ experience in banking industry with at least 3 years’ experience in products/solution/sales

•     Hands on project delivery and deal with external consultancy/companies, 2LoD and audit is a plus

•    Experience in investment strategy/investment portfolio construction is a plus.

 

You’ll achieve more when you join HSBC.

www.hsbc.com.cn/careers

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Issued by HSBC Bank (China) Company Limited