Senior Manager / Associate Director, HNW & Wealth Strategy

Our client is an international Financial Services Group with a strong history in Asia Pacific in Retail Wealth, Insurance and Asset Management businesses. As part of strategic growth within their Wealth Management business, the group is seeking a Senior Wealth Advisor to drive the development of their HNW business proposition in Hong Kong market. This person must be a subject matter expert on trust, tax and estate planning matters.

The key responsibilities for this position are as follows:

• Develop the overall HNW proposition for the group
• Plan and deliver value added services to HNW clients
• Work closely with sales teams and intermediaries to promote all Trust, Tax and Estate Planning services to generate sales activities in the segment
• Involved in client meetings and advise on Trust related matters with the goal of developing new businesses
• Lead the discussions with external trustees, tax & legal consultants
• Develop and provide related training, sharing sessions and communication materials to sales teams
• Provide insights and come up with strategic decisions on future proposition development for the HNW business
• Provide support to ad hoc projects arising from time to time

Successful applicants will have the following skills and experience:

• University graduate or equivalent with 10 years+ experience in the provision of wealth advisory services to high net worth segment
• Welcome Tax/Legal Advisory candidates
• Strong knowledge and expertise in Trust, Tax and Estate Planning
• Solid understanding on HK laws (such as HK Trustee Ordinance, HK Stamp Duty Ordinance, Wills Ordinance, etc.), tax regime of key countries/regions (such as PRC, UK, US, etc.), and other applicable laws and regulations (such as Marriage Law, Estate Law, etc.)
• Possession of, or perusing related professional qualifications (e.g. STEP, CTP, CPA, etc.)
• Outstanding communication and project management skills with great stakeholders' management experience
• Fluency in English, Cantonese and Mandarin
• Ability to work under pressure while multitasking
• You are required to obtain relevant licence(s) if your job involves regulated activities

Interested parties, please send your CV to Gary Wong - Gary.Wong@ConnectedGroup.com for more details. For other available opportunities, please visit www.connectedgroup.com.