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 work closely with high and ultra-high net worth individuals and families to advise on sophisticated income and estate tax, asset protection, and generational planning needs. You will serve as a key client-facing member of the US Private Banking team, partnering closely with HSBC Innovation Banking teams to provide outstanding client service.

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 advising entrepreneurs, founders, and early-stage investors on income tax, wealth preservation and protection, and generational wealth transfer topics is required. Experience working with international estate planning and wealth structuring is helpful. 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 successSales 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 professional advisor 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 Planning is passionate about working with individuals building, investing in, and scaling tomorrow’s greatest companies. Helping clients with challenging tax and estate planning matters is 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 HSBC Innovation Banking, and will work to develop relationships with the Relationship Managers in Innovation Banking advising founders, entrepreneurs, and investors in the innovation economy. 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 $266,300.00 and $315,000.00

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.