Wealth Planner - Private Banking

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HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

Role Purpose:

Supporting the Wealth Structuring team in the Ultra High Net Worth (UHNW) and International teams in the delivery of advice to UHNW clients. The role is based in London although some travel will be expected to visit clients in the regions, with Wealth Planners/Relationship Managers. This is a non-regulated role with the expectation that the successful candidate become regulated in due course.

Key Accountabilities:

• Assist Wealth and International planners in building the Wealth Planning business proposition for the Ultra High Net Worth and International teams of the Private Bank
• Support the UHNW and International planners in providing services to clients in the Private Banks UHNW and international clients
• Engage with UHNW clients in conjunction with the Wealth and International planners in the delivery of advice to UHNW and International Clients
• Conduct in depth reviews to identify needs of clients to deliver a consistent and tailored service
• Deliver needs-based solutions through effective communication
• Prepare Powerpoint presentations
• Attend Client meetings with Wealth Advisers
• Take meeting notes and dealing with any follow up action points which may involve coordinating and writing reports and emails as well as liaising with professional advisers such as accountants and lawyers
• Coordinating with other team members in Wealth Planning as well as Relationship managers and investment counsellors

Key Skills & Experience:

• ATT qualified or Qualified Lawyer/Chartered Accountant
• CTA qualified or working towards
• Substantial Private Client experience
• Strong UK Resident/Domicile tax knowledge
• Using existing technical tax and legal knowledge acquired through professional qualifications and minimum two years’ Private client experience acquired in practice or similar institution
• Applicant will also need Estate planning, Business exit planning, pre arrival planning and pre location planning experience

Personal Attributes:

• Attention to detail.
• Team ethos
• Driven to succeed
• Good interpersonal and organisational skills essential
• Strong communication skills – written and oral.
• Analytical and commercial with the ability to transact with financially sophisticated clients and products.
• Strong client focus.
• Strong client servicing skills and ability to deal with complex issues.

HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com

Telephone: +44 2078328500.

Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.