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Product Specialist, Product & Investment Solutions, Wealth Management

Product Specialist, Product & Investment Solutions, Wealth Management

CITIC CLSAHong Kong
12 天前
职位描述

Responsibilities

  • Provide wealth planning advisory services to HNW clients on cross border asset holding structure, estate planning, succession planning, and asset protection issues
  • Act as an expert resource for trust / insurance products, supporting both prospects and existing clients
  • Establish relationship and work closely with external parties such as tax advisors, law firms, trust and insurancepanies / brokers to facilitate the design and implementation of solutions
  • Serve as a technical, marketing and developmental expert and resource on matters of wealth planning, both for prospects and existing client relationships
  • Stay current in taxation / trust / insurance knowledge and other new developments in various offshore jurisdictions
  • Provide ongoing education and handle enquiries from / to marketing team on trust and insurance products
  • Support sales team through client call / meeting to enhance client experience and business results
  • Prepare write-ups to promote wealth planning business
  • Share wealth planning topics in various client events

Requirements

  • Degree holder in Finance, Business Administration, Economics or related disciplines, STEP qualified preferred
  • At least 10 years of relevant client facing experiences and stable track record is preferred
  • Knowledge with taxation and trust regulatory with jurisdictions of dedicated market(s), experience in insurance sales will be a big plus
  • Proficient in Office software such as Word / Excel / PowerPoint
  • Attention to detail and well organized, ability to analyse with judgment and high level of professional and personal integrity
  • A team player with strong analytical, problem-solving,munication and interpersonal skills, able to work independently and under pressure
  • Strongmand of written English / Chinese and spoken Mandarin, Cantonese and English
  • Job ID JR001694

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    Product Specialist • Hong Kong