The Responsibilities Include:
- To understand HNW clients' (with a focus on China) needs and recommend suitable wealth structuring and succession planning solutions, incl. philantropy, family office, marketing events
- To monitor trends in the wealth planning industry, communicate those and implement necessary changes in order to achieve long term goals
- To review and present pitch books, client presentations, corresponding legal, trust and other documentations
- To work closely with Relationship Managers, Trust Partners and Private Banking and/or group affiliates to provide Wealth Planning & Advisory Solutions and grow the client base
- To network and maintain close relationships with intermediaries in the wealth planning industry
The Ideal Candidate:
- Degree holder in law, business or tax, preferably with STEP and CPA qualification
- Experience in law firms, accounting firms, financial institutions, family office or independent trust companies with trust experience
- Solid experience in client relationship management with legal and tax professional exposure
- Fluent written and spoken English and Chinese
- Travelling is required on need basis
