HSBC
Senior Wealth Planner
HSBC, San Francisco, California, United States, 94199
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.
You will work closely with high and ultra-high net worth individuals and families to advise on wealth and generational planning needs. You will serve as a key client-facing member of the US Private Banking team, partnering with Relationship Managers and Investment Counsellors to provide outstanding client experience.
As a key individual contributor, you will achieve success through effective marketing of wealth planning advice to an assigned market, and by developing long-term and trusting relationships with clients and their families, in particular those in the target Ultra High Net Worth segment. You will actively look for opportunities to grow client relationships and will introduce appropriate product specialists for cross-sales, particularly Trusts, Insurance, and Credit Advisory teams. 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.
As our Senior Wealth Planner you will:
Commitment to Excellence:
The Senior Wealth Planner must be both a technician and also have very strong client and business acumen. Deep technical expertise in trust, tax and estate planning, business succession planning, pre-immigration and expatriation planning is required. Experience working with international estate planning and wealth structuring is a must, given HSBC’s global reach and international client base. In addition, a high level of professionalism, attention to detail, responsiveness, an understanding of business processes, and ability to navigate complex organizations are also critical to success. Sales Mindset:
The Senior Wealth Planner will drive new revenue by serving as a vital member of the client-facing team and a core component of the US Private Banking value proposition, and will meet daily with prospective and existing clients. The Senior Wealth Planner thrives in business development meetings and is able to quickly connect with clients, identify their needs, and articulate the value of active and ongoing wealth planning. This individual will look for opportunities to introduce product specialists for cross-sales opportunities. Thought Leader:
The Senior Wealth Planner is a known expert in the estate planning community, with a strong professional network and deep connections to the legal and tax industry. Demonstrated leadership with local industry associations is helpful, as is public speaking and writing experience. As the internal center of excellence for all planning-related topics, the Wealth Planning & Advisory team regularly produce new and interesting client content, including written articles and guidebooks, live and online events, podcasts, etc., and also speak at external conferences and events. Proactive:
The Senior Wealth Planner will develop strong relationships with Relationship Managers, Investment Counsellors, and product specialists. This individual will bring new ideas to the local market and actively seek opportunities to engage with clients on wealth planning matters. Passionate:
The Senior Wealth Planner is passionate about tax and estate planning and finds working with clients invigorating and exciting. This individual will sit on a team of high-achieving, motivated individuals who desire to create a positive impact for families across generations to protect and preserve their wealth, and who stay current on new planning ideas, trends, and the broader legislative and regulatory environment. Collaborative:
The Senior Wealth Planner will serve as the Wealth Planning & Advisory team’s liaison to Private Banking Asia, and will work to develop relationships with the Wealth Planning, Trusts, and Relationship Management teams in the Asia markets. This individual must have a strong desire to work creatively and collaboratively with others toward shared wins and embody a ‘one bank’ mentality. Always improving:
The Senior Wealth Planner is a team player, detail-oriented, and has a positive attitude. For this role, HSBC targets a pay range between $148,300.00 and $222,500.00. 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. Qualifications
You´ll likely have the following qualifications to succeed in this role: Minimum of 10 years of experience either in private law practice and/or at a wealth management firm advising high and ultra-high net worth clients on wealth planning topics. 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 preferred. LLM, CPA or CFP preferred. Must have Mandarin language fluency. Experience advising clients on US planning matters in Mandarin is helpful. In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. HSBC may engage in immigration sponsorship for this position if needed. 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. Primary Location:
North America-United States-California-San Francisco Other Locations:
North America-United States-New York-New York, North America-United States-Florida-Miami
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Commitment to Excellence:
The Senior Wealth Planner must be both a technician and also have very strong client and business acumen. Deep technical expertise in trust, tax and estate planning, business succession planning, pre-immigration and expatriation planning is required. Experience working with international estate planning and wealth structuring is a must, given HSBC’s global reach and international client base. In addition, a high level of professionalism, attention to detail, responsiveness, an understanding of business processes, and ability to navigate complex organizations are also critical to success. Sales Mindset:
The Senior Wealth Planner will drive new revenue by serving as a vital member of the client-facing team and a core component of the US Private Banking value proposition, and will meet daily with prospective and existing clients. The Senior Wealth Planner thrives in business development meetings and is able to quickly connect with clients, identify their needs, and articulate the value of active and ongoing wealth planning. This individual will look for opportunities to introduce product specialists for cross-sales opportunities. Thought Leader:
The Senior Wealth Planner is a known expert in the estate planning community, with a strong professional network and deep connections to the legal and tax industry. Demonstrated leadership with local industry associations is helpful, as is public speaking and writing experience. As the internal center of excellence for all planning-related topics, the Wealth Planning & Advisory team regularly produce new and interesting client content, including written articles and guidebooks, live and online events, podcasts, etc., and also speak at external conferences and events. Proactive:
The Senior Wealth Planner will develop strong relationships with Relationship Managers, Investment Counsellors, and product specialists. This individual will bring new ideas to the local market and actively seek opportunities to engage with clients on wealth planning matters. Passionate:
The Senior Wealth Planner is passionate about tax and estate planning and finds working with clients invigorating and exciting. This individual will sit on a team of high-achieving, motivated individuals who desire to create a positive impact for families across generations to protect and preserve their wealth, and who stay current on new planning ideas, trends, and the broader legislative and regulatory environment. Collaborative:
The Senior Wealth Planner will serve as the Wealth Planning & Advisory team’s liaison to Private Banking Asia, and will work to develop relationships with the Wealth Planning, Trusts, and Relationship Management teams in the Asia markets. This individual must have a strong desire to work creatively and collaboratively with others toward shared wins and embody a ‘one bank’ mentality. Always improving:
The Senior Wealth Planner is a team player, detail-oriented, and has a positive attitude. For this role, HSBC targets a pay range between $148,300.00 and $222,500.00. 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. Qualifications
You´ll likely have the following qualifications to succeed in this role: Minimum of 10 years of experience either in private law practice and/or at a wealth management firm advising high and ultra-high net worth clients on wealth planning topics. 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 preferred. LLM, CPA or CFP preferred. Must have Mandarin language fluency. Experience advising clients on US planning matters in Mandarin is helpful. In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. HSBC may engage in immigration sponsorship for this position if needed. 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. Primary Location:
North America-United States-California-San Francisco Other Locations:
North America-United States-New York-New York, North America-United States-Florida-Miami
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