The Main Responsibilities Include:
- Provide wealth planning solutions to clients including estate and succession planning, asset protection issues primarily via insurance/trust products
- Provide product training and help stakeholders to understand benefits of wealth planning structures and insurance/trust products
- Building and maintain strong relationships with clients
- Establish and maintain good relationship with external parties such as insurance companies/brokers to facilitate the design and implementation of solutions
- Develop and maintain strong working relationships with key stakeholders (relationship managers and investment counsellors)
The Ideal Candidate
- At least 8+ years of relevant experience in trust, insurance and wealth planning advisory preferably from private banking
- Degree or above in Finance, Economics or related discipline
- Professional qualification such as TEP preferred
- Extensive knowledge of tax and regulatory landscape of different jurisdictions
- Willing to travel for this position
- Strong command of written English and Mandarin
