Our client is a leading financial institution looking to grow their HNW wealth planning team in Asia.
Job Responsibilities
Provide high quality wealth planning services to HNWIs in North Asia. Identifying wealth management needs and legacy planning solutions including trusts, tax and insurance.
Create and implement a sales strategy aimed at generating new business opportunities in the high-net-worth market.
Work with the sales team to identify wealth management needs of clients and introduce tailored insurance solutions for their high-net-worth portfolios.
Required Qualifications
- Minimum of 8 years in high-net-worth business, focusing on private client solutions, wealth planning, or trust solutions.
- Proficient in using insurance and fiduciary structures (e.g., offshore trusts) as planning tools.
- Ability to build strong relationships with professional intermediaries in the private wealth sector, including trust specialists, accountants, and lawyers.
- Experience with the high-net-worth insurance landscape, particularly in the Mainland Chinese market.
- Proven ability to drive and execute initiatives on a firmwide level in the high-net-worth/private client segment.
- Background in private banking, wealth planning, tax advisory, or as a trustee.
- Fluent in Chinese, Putonghua, and English.
