Job description
Opening up a world of opportunity.
We\'re a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses.
We\xe2\x80\x99re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our customers, our people and our communities.
Wealth and Personal Banking
We help clients to manage, protect and grow their wealth. We offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products. Our international network and breadth of expertise enables us to support individuals, families, business owners, investors and entrepreneurs around the world.
About the Role:
Provide comprehensive financial planning advice to high net worth HSBC clients, including retirement and education planning, estate, trust and intergenerational wealth transfer planning, business transition planning, and philanthropic planning.
Strengthen the client\xe2\x80\x99s relationship and develop business by providing the private client with needs-driven wealth planning solutions, potentially involving multiple jurisdictions.
Work with advisors in Private Investment Counsel, Premier Top Tier segment, Commercial and Business Banking as well as throughout the retail branch network to develop and market HSBC Wealth Management services, and will also develop relationships with outside professionals and COIs with the objective of gaining recognition and market share in the wealth management and planning field.
Responsibilities:
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