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Senior Wealth Planner - Hong Kong

  • Job type: Permanent
  • Location: Hong Kong
  • Salary: HK$70000 - HK$120000 per month
  • Job reference: 255732/001_1537237641
  • Sector: Selby Jennings, Private Banking
  • Date posted: 18/09/2018

Role Requirements:

  • Monitoring trends in the wealth planning industry and the respective regions, making sure these are communicated via Private Wealth Solutions and supervising the implementation of necessary changes in order to achieve the long term goals of the individual and his or her family
  • Comprehensive guidance of Ultra High Net Worth Individuals particularly from Asia, with consideration to all aspects of wealth planning
  • Close collaboration with clients, their legal and tax advisers and private bankers
  • Able to communicate the importance of wealth and estate planning to bankers and clients
  • Technically sound ie familiar with different types of succession planning, asset consolidation and protection vehicles

Required Experience:

  • A degree in finance, accounting, business or law
  • Strong relevant client facing experience working in a trust company or bank
  • In depth knowledge and experience of a broad spectrum of financial planning instruments, trust, private trust companies
  • Relevant industry accreditation such as STEP, and knowledge of regional languages would be an added advantage
  • Knowledge in the area of tax, private international law and cross border structuring, inheritance and family law
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