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Phaidon international (UK) Ltd

Wealth Planner based in China - Private Bank

Selby Jennings Shanghai, China
Posted 4 days ago In-Office Permanent Negotiable
We have a current opportunity for Wealth Planner within a Private Bank on a permanent basis. The position can be based in Shanghai, Shenzhen, Beijing or Guangzhou. For further information about this position please apply.

The Responsibilities Include:

  • To understand HNW clients' (with a focus on China) needs and recommend suitable wealth structuring and succession planning solutions, incl. philantropy, family office, marketing events
  • To monitor trends in the wealth planning industry, communicate those and implement necessary changes in order to achieve long term goals
  • To review and present pitch books, client presentations, corresponding legal, trust and other documentations
  • To work closely with Relationship Managers, Trust Partners and Private Banking and/or group affiliates to provide Wealth Planning & Advisory Solutions and grow the client base
  • To network and maintain close relationships with intermediaries in the wealth planning industry

The Ideal Candidate:

  • Degree holder in law, business or tax, preferably with STEP and CPA qualification
  • Experience in law firms, accounting firms, financial institutions, family office or independent trust companies with trust experience
  • Solid experience in client relationship management with legal and tax professional exposure
  • Fluent written and spoken English and Chinese
  • Travelling is required on need basis

job_description_image
Job ID  PR/405904
ABOUT COMPANY
London, United Kingdom
HR & Recruitment
Phaidon International is a professional services organization that works with thousands of businesses across the world, ranging from the Fortune 500 t...
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