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Family and Philanthropy Advisor, ASP

HSBC
Full-time
On-site
Hong Kong

GCB 4

 

We are currently seeking a high calibre professional to join our team as a Family and Philanthropy Advisor, ASP.

 

In this role you will:

  • Report into the Regional Head of Family and Philanthropy Advisory in Asia Pacific to provide subject matter expertise in understand, assess and develop appropriate Family Office, Family Governance and/or Philanthropic solutions for Ultra High Net Worth (UHNW) clients and prospects.
  • Run internal UHNW segment trainings and coordinate with stakeholders to lead Family and/or Philanthropy Advisory business development activities for the assigned markets.
  • Support UHNW client acquisition, growth of NNM, direct and indirect cross-sell revenues for GPB.
  • Actively participate with UHNW segment management and GPB stakeholders on account planning, client events as SMEs and thought leadership content.
  • Support in the development and refinement of Family and/or Philanthropy Advisory capabilities to generate new business.
  • Participate in governmental feedback, industry consultations and liaisons
  • Ensure alignment and adherence to risk frameworks.
  • Work on stretch projects as assigned from time to time.


To be successful you will need:

  • At least 7-10 years of relevant experience either in private professional practice and/or at financial institutions advising high and ultra-high net worth clients on Family and/or Philanthropy Advisory topics
  • Seasoned knowledge of domestic and international client needs with direct experience to provide subject matter expertise in understand, assess and develop appropriate Family Office, Family Governance and/or Philanthropic solutions
  • Degree holder in law, accounting or finance, preferably with the STEP, CPA, law qualification
  • Sound analytical mind and strong self-motivator
  • Collaborative team player who can work closely with different business partners and stakeholders
  • Excellent interpersonal skills, demonstrating the ability to develop strong and productive relationships with high and ultra-high net-worth clients.
  • Highest levels of ethical standards and integrity
  • Must have Chinese and English language fluency and experience in advising clients on Family and/or Philanthropy Advisory matters in Putonghua

 

Opening up a world of opportunity

www.hsbc.com/careers

 

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.

 

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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