New York, New York, United States · Hybrid
$128k–$192k/yr
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsor…
Skills: Financial Planning, Retirement Planning, Executive Compensation, Tax Strategy, Client Relationship Management
San Francisco, California, United States · Hybrid
$142k–$213k/yr
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsor…
Skills: Global Cash Management, Client Relationship Management, Sales Strategy, Corporate Treasury, Foreign Exchange
Ciudad de México, Mexico · Hybrid
If you’re looking for a career where you can make a real impression, join our Global Service Center (GSC)- HSBC and discover how valued you’ll be. We are currently seeking an experienced professional to join our team in …
Skills: IBM Z Infrastructure, Leadership, Incident Management, Problem Management, Change Management
Tampico, Tamaulipas, Mexico · On-site
HSBC México, ofrecemos oportunidades para desarrollar una carrera profesional para personas con excelente actitud de servicio, trato al cliente, gusto por las ventas y visión por desarrollarse en el área Comercial en el …
Skills: Customer Service, Sales, Financial Advisory, Portfolio Management, Negotiation
Taguig, Metro Manila, Philippines · On-site
Some careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in a…
Skills: Cash Management, Client Relationship Management, Risk Assessment, Cross-selling, Strategic Planning
Nuevo Laredo, Tamaulipas, Mexico · On-site
HSBC México, ofrecemos oportunidades para desarrollar una carrera profesional para personas con excelente actitud de servicio, trato al cliente, gusto por las ventas y visión por desarrollarse en el área Comercial en el …
Skills: Customer Service, Sales, Portfolio Management, Business Development, Market Knowledge
Ciudad de México, Mexico · On-site
Please note this job advertisement is only available in Spanish. To view the job, select ‘Español - ES’ from the language selector in the page menu. El rol es responsable de brindar soporte postventa a clientes de Global…
Skills: Problem Solving, Customer Service, Pressure Management, Electronic Channels, GPS Products
Doha, Doha, Qatar · Hybrid
If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. HSBC Corporate Banking provides international financial services solutions that support businesses …
Skills: Relationship Management, Corporate Banking, Credit Assessment, Deal Structuring, Risk Management
Doha, Doha, Qatar · Hybrid
Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. HSBC’s Corporate & Institutional Banking …
Skills: Corporate Banking, Relationship Management, Treasury & Cash Management, Trade Finance, Foreign Exchange
Doha, Doha, Qatar · Hybrid
If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. HSBC Corporate Banking provides international financial services solutions that support businesses …
Skills: Relationship Management, Corporate Banking, Credit Assessment, Deal Structuring, Risk Management
Doha, Doha, Qatar · Hybrid
Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. HSBC’s Corporate & Institutional Banking …
Skills: Corporate Banking, Relationship Management, Treasury & Cash Management, Trade Finance, Foreign Exchange
Ciudad de México, Mexico · Hybrid
Propósito del Puesto Responsable de coordinar y ejecutar las estrategias de Medios Alternos de Contacto incluidos e-Mail, SMS Cartas, Blaster y ATM’s, de acuerdo con las estrategias establecidas por Riesgos para la recup…
Skills: Strategic Planning, Campaign Management, Data Analysis, Project Management, HTML/JSP
Amsterdam, North Holland, Netherlands · Hybrid
$106k–$130k/yr
The opportunity: Senior Sales Manager, Regional Treasury Centre - Global Payments Solutions We are one of the world’s leading international banks and honoured to work with over 220,000+ colleagues all over the world. The…
Skills: Cash Management, Treasury Sales, Liquidity Management, Business Development, Client Acquisition
Amsterdam, North Holland, Netherlands · Hybrid
$106k–$130k/yr
The opportunity: Senior Sales Manager, Regional Treasury Centre - Global Payments Solutions We are one of the world’s leading international banks and honoured to work with over 220,000+ colleagues all over the world. The…
Skills: Cash Management, Treasury Sales, Liquidity Solutions, Deal Structuring, Client Acquisition
London, England, United Kingdom · On-site
If you’re looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge …
Skills: Leadership, Line Management, Relationship Building, Coaching, Communication
New York, New York, United States · Hybrid
$150k–$193k/yr
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsor…
Skills: Client Due Diligence, KYC, Onboarding, Risk Management, Compliance
City of Hamilton, Bermuda · On-site
Our purpose – Opening up a world of opportunity – explains why we exist. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our customers. We’re bringin…
Skills: Team Leadership, Commercial Banking, Service Management, Operational Oversight
London, England, United Kingdom · Hybrid
If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support …
Skills: Private Credit, Structured Solutions, Alternative Investments, Fundraising, Stakeholder Management
New Delhi, Delhi, India · On-site
Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply…
Skills: Relationship Management, Wealth Management, Financial Planning, Sales Orientation, Portfolio Management
New Delhi, Delhi, India · On-site
Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply…
Skills: Relationship Management, Wealth Management, Financial Planning, Sales Orientation, Portfolio Management
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Deliver high-quality financial planning advice to Premier and Private clients, focusing on retirement and executive compensation. Partner with internal stakeholders to drive revenue and provide thought leadership and training to the sales distribution team.
Requires mastery of the financial planning process and a Certified Financial Planner (CFP) designation. Experience with MoneyGuide Pro and a background in advanced tax and executive compensation rules are essential.
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
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.
The Financial Planner is a contributing member of HSBC’s Wealth Planning and Advisory (WPA) team of global trust, estate planning, financial planning, family governance, philanthropy, and family office specialists, who together provide advisory services to HSBC individual and family clients. The Financial Planner serves as subject-matter expert on financial planning topics, particularly retirement planning and executive compensation/planning with concentrated positions and works directly with clients to formulate and implement holistic financial planning advice.
HSBC Wealth & Personal Banking US is an integrated platform which provides comprehensive financial services to clients from mass affluent through Ultra High Net Worth (UHNW) segments. A cornerstone piece of HSBC’s model is the Wealth Planning & Advisory team, a centralized team of specialist resources with deep technical expertise in the areas of estate planning, income tax, pre-immigration and cross-border tax planning, business succession, philanthropy, family governance, and family office advisory. Wealth Planning & Advisory partners with internal stakeholders, including Sales management and Relationship Managers as assigned. Within the team, the Financial Planner’s key focus is on Premier and Private Client segments on comprehensive financial plans and will work directly with multi-national executives and high earners across the client continuum to support WPB US’s focus on international-connected clients.
As our HSBC Financial Planner, you will:
You´ll likely have the following qualifications to succeed in this role:
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
The final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
Opening up a world of opportunity for our customers, investors, ourselves and the planet. We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers. HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges. To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
Opening up a world of opportunity for our customers, investors, ourselves and the planet. We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers. HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges. To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
