We are currently seeking a high calibre professional to join our team as a Wealth Planner.
In this role you will:
Report into the Head of Wealth Planning for Greater China to provide comprehensive wealth structuring and wealth succession guidance and solutions for high and ultra-high net-worth clients for the offshore China and offshore Taiwan market of Global Private Banking.
Collaborate with the wider Wealth Planning & Advisory team and other specialists from both inhouse and external service providers to facilitate the cross-sell of the banking group’s overall legacy capabilities.
Exercise key business strategies and revenue growth, while maintaining the banking group's commitment to client centric excellence.
Provide training to relationship managers and other internal stakeholders, and work on other projects as assigned from time to time.
Monitor industry trends and maintain close relationships with intermediaries in the wealth planning industry.
To be successful you will need:
At least 7-10 years of relevant experience, preferably in financial institutions, professional firms, or independent trust companies
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 clients.
Willingness to travel for business
Highest levels of ethical standards and integrity
Must have Chinese and English language fluency and experience in advising clients on wealth planning matters in Putonghua
Opening up a world of opportunity
www.the banking group.com/careers
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經驗要求：Director level
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要求
Relevant degree or professional qualifications
Experience aligned with the role level stated in the posting
