Based in Hong Kong, this is a new role and will be to provide professional wealth planning advice to HNWI's across North Asia. 10+ years of experience in a similar role in a private bank, trust company, insurance broker or insurance company. Good knowledge of wealth planning solutions, trust and insurance in particular. Fluent in English, Mandarin and Cantonese.

Job Responsibilities

To provide high quality wealth advisory services and support to relationship managers and their clients in line with PWM's business strategies and policy guidelines.
To support and provide training to PWM client advisors on the referral process and product knowledge.
To provide ongoing liaison with the clients, PWM client advisors, trustees and insurance intermediaries etc. in respect of their existing wealth planning structures and insurance arrangements.

Job Requirements

Good knowledge on wealth planning solutions especially trusts and insurance
At least 10 years of experience in a similar role in a private bank or trust company or insurance broker or insurance company preferably with a degree qualification and other related professional qualifications (e.g. TEP, CPA etc.);
Good interpersonal, management and presentation skills
Fluent in English, Cantonese and Mandarin