Senior Wealth Planner

HSBC Private Banking
Geneva, Switzerland
06 May 2023
02 Jun 2023
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Some careers open more doors than others.
If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

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.

We are currently seeking an experienced professional to join our team.

In this role you will:

Relationship management responsibility/Nature of the Job
  • Obtain introductions to the Private Bank's client base through close working relationship established with the relationship managers
  • Analysis of clients' circumstances, assets, objectives and preferences in order to develop a tailored and effective service
  • Structuring of off/onshore/cross border common and civil law solutions
  • Dealing with UK RND structuring issues
  • UK RND Training
  • Facilitate the implementation of solutions by TFS Fiduciary Services Units or other internal or external service suppliers
  • Training and motivation of bankers on all aspects of TFS structured solutions
  • Provision of support to bankers within HSBC requiring WPA expertise or services
  • Can be called upon to fulfill special tasks

Product Knowledge Level
  • Maintain and continue to develop a sound knowledge of planning opportunities, and relevant products and services available from Group sources and elsewhere in order to provide the best possible solution for the clients and to build L-T relationships with clients and their legal and tax advisers

New Business Development responsibility level
  • Marketing to pre-profiled clients and prospects.
  • Promotion of WPA value proposition within HSBC

Supervision/guidance given and supervision/guidance received
  • Manage and develop junior staff to enable them to fulfil their own potential and maximize their contribution to the bank

  • Ensure the Bank's position is protected in terms of Compliance and Legal issues and that Group and Regulatory Guidelines (particularly as are found in the Functional Instruction Manual, the Money Laundering Prevention Procedures, and policies and procedures) are adhered to, strictly and in spirit, such that the reputation and goodwill of the Group is protected.

Professional Awareness
  • Maintain an understanding of economic/business/tax/property/legal/compliance and other relevant matters to a standard that is commensurate with the exacting nature of the existing and target customer base
  • Act as a good ambassador and work towards the best interests of PBRS and the Group as a whole in all dealings with internal and external personnel

  • Develop network of Group and External professional contacts with the aim of (a) maximizing value added to clients (b) enhancing technical knowledge and (c) promoting the good name of the Group
  • Establish close working relationships with lawyers, financial planners and tax advisors

To be successful in the role, you should meet the following requirements:
  • Will be a Private Client Lawyer, Chartered Tax Adviser or Qualified Accountant by training
  • Ideally with have experience working in a comparable private bank
  • Expert understanding of generational planning and wealth structuring principles
  • Working knowledge on the use of trusts, foundations, insurance, collective investment vehicles, and corporate entities and how they can implement value added solutions to the Private Bank's clients
  • Strong knowledge of UK RND legislation and practices
  • Strong understanding of banking issues encountered by UK RND clients
  • An appreciation of the UK taxation of banking investments
  • Strong international tax knowledge
  • Strong cultural awareness and will be required to travel
  • Ability to build and maintain relationships - within HSBC Private Bank, the Group and professional groups externally
  • Ideally, experience of addressing Family Governance and Philanthropy opportunities for UHNW clients
  • Good interpersonal, communication, and presentation skills, and strong business closing skills.
  • University graduate with approx 10+ years relevant, post-graduate experience
  • Strong IT skills including Excel, Word, PowerPoint
  • Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit

You'll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place 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 in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies.

HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent.

Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis.

To discover more about HSBC, please check our website:

Please apply via our careers website at the following link :

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