What are the responsibilities and job description for the Senior Wealth Planner position at HSBC?
Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
As a Senior Wealth Planner, you will join the Wealth Planning and Advisory team, comprised of sales professionals that support the Wealth Planning needs of our U.S. Wealth and Personal Banking (WPB) clients. This role will be responsible for developing long-term and trusting relationships with clients and their families, across domestic and international high net worth and ultra-high net worth relationships. You will actively identify opportunities to grow client relationships and will have extensive knowledge of our product suite, including Trusts, Insurance, and Credit, to support the needs of our clients. You will also serve as a spokesperson both internally and externally, and will promote wealth planning by producing timely, original thought leadership on trust, tax and estate planning, business succession planning, pre-immigration and expatriation planning, philanthropy, and family governance topics. You will lead colleagues across the organization to drive education on Wealth Planning and will be accountable for the Wealth Planning client experience, employee and client journey, and engagement across sales teams to deepen relationships and acquire new clients.
Here's what you can expect:
Opening a world of opportunity - explains why we exist. We're here to use our unique expertise, capabilities, breadth, and perspectives to open new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities, and the planet we all share.
For this role, HSBC targets a fixed pay range between $143,400 and $250,900.
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
- Minimum 7 years of industry experience with proven track record in Wealth Planning-related business development, client experience, sales strategy, and performance management, including quantitative performance analysis.
- Extensive knowledge of the Wealth and Personal Banking business, domestic and international client needs, and in-depth knowledge of our competitive landscape and regulatory environment.
- Experience leading, managing, and coaching sales professionals in a changing environment, proactively addressing evolution in the industry.
- Excellent interpersonal skills with both clients and colleagues, demonstrating the ability to develop strong and productive relationships with clients, key senior management, and colleagues.
- Private practice experience, LLM, CPA or CFP preferred.
- Bi-lingual Spanish speaking preferred.
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
