Wealth Planning Support - Global Private Banking

Job description

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we're leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

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.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC's wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.

We are currently seeking a high calibre professional to join our team as a 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

Desired profile

Qualifications :

Requirements

· 
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

To be considered for this role, the relevant rights to work in Hong Kong is required.

You'll achieve more when you join HSBC.

www.hsbc.com/careers

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.