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Full-time
Professional Development, Flexible Working, Inclusive and Diverse Environment
Posted 1d ago
~40 hrs/week
Responsibilities
Act as a senior subject matter expert providing insurance-led wealth and succession solutions for High Net Worth Individuals. Collaborate with Relationship Managers and external partners to design and implement complex insurance structures for legacy and estate planning.
Requirements
Requires a minimum of 10 years of experience in insurance advisory, wealth planning, or private banking for High Net Worth Individuals. Candidates must have a proven track record in structuring complex insurance solutions and possess strong interpersonal skills.
Full job description
International Wealth and Premier Banking
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening
up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
We are currently seeking an experienced professional to join our team.
In this role, you will:
Act as a senior subject matter expert in insurance planning, delivering insurance-led wealth and succession solutions to High Net Worth Individuals, with a strong focus on Asian clients, particularly from China.
Provide strategic advice on life insurance, legacy and estate liquidity planning, business succession funding, asset protection, and risk management as part of holistic wealth planning engagements.
Partner closely with Relationship Managers to identify client needs and originate planning opportunities, positioning insurance as a core advisory tool within broader wealth and succession planning discussions.
Design, structure, and implement complex insurance solutions tailored to clients’ personal, family, and business objectives, including intergenerational wealth transfer and long-term legacy planning.
Lead succession planning engagements, facilitating client and family discussions around protection planning, estate equalisation, liquidity needs, and philanthropic objectives.
Work collaboratively with internal partners, underwriting teams, and external specialists to deliver seamless end-to-end insurance advisory and execution.
Monitor wealth planning market developments, regulatory changes, and best practices across relevant jurisdictions, translating insights into compliant and effective client solutions.
Collaborate with Private Banking and Group affiliates to strengthen the Bank’s insurance proposition, support client acquisition, and deepen existing client relationships.
Build and maintain strong relationships with insurers, brokers, and intermediaries across the insurance and wealth planning ecosystem, positioning the Bank as a trusted advisory partner.
To be successful in the role, you should meet the following requirements:
Minimum 10 years of relevant experience in insurance advisory, wealth planning, or private banking, with a strong focus on insurance-led solutions for High Net Worth Individuals.
Proven track record in structuring and delivering complex insurance solutions or legacy planning.
Travelling is required on need basis
Strong interpersonal, advisory, and stakeholder management skills, with the ability to engage senior clients and family members.
Able to work independently with minimal supervision; highly detail-oriented, disciplined, and execution-focused.
You’ll achieve more at HSBC.
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 and 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.
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
BankingFinancial ServicesInternational Finance and BankingWealth ManagementCorporate and Business Bankingretail bankingInsuranceRetail BankingInvestment BankingCommercial Banking
How many Management & Leadership jobs are open in Shenzhen, China right now?
There are currently 81 open management & leadership positions in Shenzhen, China listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Shenzhen, China?
Companies currently hiring include HSBC, WD, Philips, Quince, CASETiFY, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Shenzhen, China?
Yes — 15 of the 81 open management & leadership positions offer remote or hybrid work (3 remote, 12 hybrid).
How do I apply for Management & Leadership jobs in Shenzhen, China?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.