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Wealth Planner - Private Bank

Selby Jennings Hong Kong
Posted 2 days ago In-Office Permanent HK$1200k - HK$1440k
We have a current opportunity for a Senior Wealth Planner with a Private Bank on a permanent basis. The position will be based in Hong Kong. For further information about this position please apply.

The Responsibilities Include:

  • Business development and clients acquisitions to achieve annual sales target
  • Be able to apply and explain various alternative estate planning structures and solutions to Private Banking clients on estate planning needs and enquiries
  • Traveling with and assisting Relationship Managers to service clients
  • Building good relationship with clients and intermediaries, e.g. insurance brokers, accountants and lawyers

The Ideal Candidate:

  • Min. 8 years of experience in Trust, Insurance and Estate advisory for high-net-worth sector
  • Good understandings of basic regulatory/tax regimes in APAC countries
  • Must have trust and fiduciary business development experience
  • Fluency in English, Cantonese and Mandarin
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Job ID  PR/395263
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