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Wealth Planning Specialist

Wealth Planning Specialist

EFG InternationalHong Kong
18 days ago
Job description

Main Duties & Responsibilities

  • Meet with clients and EFG CROs to understand and identify opportunities regarding client wealth planning needs and objectives
  • As subject matter expert, conduct awareness training / discussions with EFG CROs on relevant technical product / market updates relevant to the wealth planning space
  • Work with EFG Wealth Solutions (trustees) to facilitate the establishment of EFG trust structures for clients
  • Work with all relevant parties (internal and external to EFG) to assist in the processing and closure of wealth planning cases in Asia
  • Develop and maintain strong network of external advisors (Lawyers, Accountants, etc), Insurance brokers and other counterparties
  • Work closely with the Head of Wealth Planning Asia on the achievement, monitoring and regularly reporting of financial performance and business development efforts
  • Contribute to Asia content for publications etc generated by Global Wealth Planning team

Qualification Requirements :

  • In-depth knowledge, understanding and experience of : The uses of offshore jurisdictions and wealth planning tools such as trusts, foundations, Family office and companies' In-depth knowledge, understanding and experience with HNW insurance solutions and premium financing
  • Experience with demonstrated track record of managing wealth planning business ideally in an insurance brokerage / private bank / trust company
  • University degree in Law or Finance related discipline; holding additional qualifications linked to the area of interest (. TEP, . in tax);
  • Preferred Skills;

  • Strong communication skills : ability to communicate and make presentations for clients / private banking colleagues.
  • Strong organizational skills, structured approach, strict adherence to compliance requirements.
  • Languages : Mandarin and English are required.
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    Specialist • Hong Kong