Wealth Planning Associate - Global Private Banking

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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.

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 future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as a Wealth Planning Associate - Global Private Banking.

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 Planners to prepare proposals for new prospects
• Coordinate for New Business Approval (trust and insurance), 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
• Be familiar with insurance referral procedures and work closely with authorized brokers
• 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/Officers, Compliance, Legal, Finance Department to ensure efficiency in completing the tasks
• Coordinate with other business units and professional parties to follow up and complete cases and clients' requests
• To keep breast & updated with tax, regulatory & legal changes
• To maintain HSBC internal control standards, including the timely implementation of internal & external audit points together with any issues raised by external regulators. To implement the Group Compliance Policy & achieve satisfactory audits & full disclosure on risk issues. Protect the reputation & integrity of the Group, ensure full compliance with regulatory and Group standards
• Be aware of the Operational Risk scenario associated with role, ensure that all actions during my employment with HSBC take account of the likelihood of operational risk occurring

• This role is designed as a stepping stone to becoming a Junior wealth planning hence relevant working experience in private banking wealth planning team support is necessary
• TEP qualified or in progress of obtaining with sound knowledge of trust principles
• Professional knowledge in legal or accounting would be an asset
• Good interpersonal and communication skills
• Strong team player
• High level of attention to detail
• Strong sense of responsibility
• Self motivated, independent, hardworking, eager to learn and able to work under pressure

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

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Issued by The Hongkong and Shanghai Banking Corporation Limited.