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HSBC Hong Kong

Wealth Planner

Central, Hong Kong Island, Hong KongFinance

About the role

FinEx AI summary

Provide wealth structuring and succession guidance to high and ultra-high net-worth clients in offshore China and Taiwan private banking markets. Collaborate with advisory teams and external providers to cross-sell legacy capabilities, train relationship managers, and monitor industry trends.

Core skills

wealth structuringwealth succession planningprivate bankingcross-sellingclient relationship managementtraining delivery

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