We are currently seeking a high calibre professional to join our team as a Family and Philanthropy Advisor, ASP.
In this role you will:
Report into the Regional Head of Family and Philanthropy Advisory in Asia Pacific to provide subject matter expertise in understand, assess and develop appropriate Family Office, Family Governance and/or Philanthropic solutions for Ultra High Net Worth (UHNW) clients and prospects.
Run internal UHNW segment trainings and coordinate with stakeholders to lead Family and/or Philanthropy Advisory business development activities for the assigned markets.
Support UHNW client acquisition, growth of NNM, direct and indirect cross-sell revenues for GPB.
Actively participate with UHNW segment management and GPB stakeholders on account planning, client events as SMEs and thought leadership content.
Support in the development and refinement of Family and/or Philanthropy Advisory capabilities to generate new business.
Participate in governmental feedback, industry consultations and liaisons
Ensure alignment and adherence to risk frameworks.
Work on stretch projects as assigned from time to time.
To be successful you will need:
At least 7-10 years of relevant experience either in private professional practice and/or at financial institutions advising high and ultra-high net worth clients on Family and/or Philanthropy Advisory topics
Seasoned knowledge of domestic and international client needs with direct experience to provide subject matter expertise in understand, assess and develop appropriate Family Office, Family Governance and/or Philanthropic solutions
Degree holder in law, accounting or finance, preferably with the STEP, CPA, law qualification
Sound analytical mind and strong self-motivator
Collaborative team player who can work closely with different business partners and stakeholders
Excellent interpersonal skills, demonstrating the ability to develop strong and productive relationships with high and ultra-high net-worth cli...
經驗要求：Director level
連接業內人士以了解更多資訊（團隊情況、面試重點、申請建議）。
要求
Relevant degree or professional qualifications
Experience aligned with the role level stated in the posting
