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WEALTH PLANNING SPECIALIST I (WPS I)
at HSBC
GraduateNo visa sponsorshipOther
Posted 5 hours ago
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**Wealth Planning Specialist I (WPS I)**: Drive personalized wealth strategies for high net worth clients. Key responsibilities include financial planning, portfolio management, and report generation. Proficient in using рубWealthPro, Black Diamond, and Envestnet. Required: 2-5 years' experience in wealth planning, Series 7 & 66 licenses, strong analytical skills.
No additional description provided.
