calibre professional to join our team as a Wealth Planner, Wealth Planning and Advisory. Principal Responsibilities... Banking in Greater China To support in the advisory and implementation of succession planning solutions for clients...
of the Wealth Planning team providing comprehensive wealth structuring guidance to clients of HSBC Global Private Banking... and external service providers To collaborate within the wider Wealth Planning and Advisory team to facilitate the cross-sell...
) and KYP (know your product) process in routine work; Conduct financial planning process for private wealth individuals.... Besides the property agency services, scope of the Group’s business includes wealth management, risk management, investment...
career history with relevant product advisory experience in financial institutions, particularly in private banking, wealth...Key Responsibilities Deliver comprehensive wealth planning solutions, utilizing insurance and trust products, to high...