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 financingExperience with demonstrated track record of managing wealth planning business ideally in an insurance brokerage / private bank / trust companyUniversity 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.