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Wealth Planning Specialist

EFG InternationalHong Kong

20 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