We use cookies to enhance your experience on our website. Please read and confirm your agreement to our Privacy Policy and Terms and Conditions before continue to browse our website.

Senior Wealth Planner - Private Bank

Report
Print

Senior Wealth Planner - Private Bank

Selby Jennings
Apply Now

Job Highlights

  • Strong technical knowledge
  • The candidate will serve as technical expert
  • Client centric skills

Job Description

The candidate will serve as technical expert and resource on wealth planning matters, both for prospects and clients.


You will work closely with the Relationship Managers to assist in the acquisition of new clients; retain, expand and deepen existing clients through a holistic and independent approach to the clients’ wealth planning needs.


The candidate will be required to provide internal training to Relationship Managers and other stakeholders.


The candidate will follow up the implementation of any suggested planning solutions and liaise with external tax and legal advisors and service providers (trust company, fiduciary companies, insurance brokers, etc.).


Profile

  • 10+ years’ experience as wealth planner, trust manager/officer or private client legal advisor covering North Asia
  • STEP qualification and family governance experience is a plus
  • Ability to view wealth planning holistically and incorporate various wealth management disciplines
  • Strong technical knowledge
  • Client centric skills including excellent organizational, interpersonal, verbal and written communication skills
  • Collaborative, able to work with and through others

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Hong Kong > Others
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 10 years - 12 years
Career Level
  • Senior management level
Education
  • N/A