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Wealth Planner

Hong KongWealth & Private BankingHybridPosted 3 months ago

About the role

As a Wealth Planner, you will join our Wealth & Private Banking team in Hong Kong. This is a full-time, hybrid role at mid level. You will focus on helping clients plan for retirement, inheritance and the things that matter most. What you'll do: - Deliver a discreet, highly personal service to every client. - Provide suitable advice in line with FCA and local regulation. - Partner with investment, lending and planning specialists. - Maintain rigorous KYC and suitability documentation. What you'll bring: - 3–5 years of relevant experience in financial services. - Strong knowledge of Wealth Management and FCA / PRA Regulation. - Sound judgment, integrity and a commitment to good customer outcomes. - The right to work in Hong Kong and willingness to complete background screening. Why join us: We're a leading international bank headquartered in London, serving personal, business and institutional customers across more than 20 markets. We offer competitive pay and bonus, a market-leading pension, hybrid working where the role allows, and real investment in your development. Join us and help our customers, colleagues and communities thrive.

Must-have skills

FCA / PRA RegulationWealth Management

Nice to have

Analytical ThinkingCommunication
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