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.