Head of Wealth Planning Asia

Job description

The Head of Wealth Planning Asia is responsible for overseeing and developing the wealth planning offering in Asia, leading the regional wealth planning team, and monitoring performance in accordance with the Group’s strategy and the KPIs set by the Global Head of Wealth Planning.

Main tasks

• Head of the Wealth Planning Team in Asia
• Formulation and implementation of strategic plans to develop the wealth planning platform as an expanded service offering from EFG Asia
• Responsibility for training and developing wealth planners in the region to meet the desired standards, as defined by senior management
• Meet with clients and Client Relationship Officers (CROs) to understand clients’ needs and goals in the area of wealth planning, and collaborate with all relevant parties to manage and close these cases
• Discuss wealth planning topics with clients and CROs, including insurance solutions, trusts, foundations, businesses, family office matters, and other complex structures, to address these needs and goals
• Conducting training sessions and discussions with CROs on relevant product updates and innovative positioning strategies in the wealth planning sector
• Regional coordination of external providers for wealth planning solutions that are not available internally (e.g., life insurance, trust services)
• Promoting wealth planning concepts and services through CRO meetings, client events, newsletters, marketing materials, and internal training in accordance with the standards established by senior management
• Contributing to wealth planning newsletters, marketing materials, and other communications

Insurance

• Monitoring, managing, and supervising insurance brokerage activities in Asia in accordance with the Group’s strategy
• Collaborating with insurance carriers and insurance brokers to provide Universal Life Insurance (ULI), Variable Universal Life (VUL), and PPI life insurance products, annuity plans, and other insurance solutions for high-net-worth clients
• Actively engage with all internal and external stakeholders on all related matters to ensure optimal productivity and profitability, and establish processes to promote and monitor the insurance business

Requirements

• A university degree in a legal or finance-related field; additional qualifications in the relevant field are also preferred (e.g., TEP, LL.M., etc.)
• Proven experience in managing wealth planning operations, ideally at an insurance company, brokerage firm, private bank, trust company, law firm, or accounting firm
• Deep knowledge, understanding, and experience in:
  • HNW Insurance Solutions and Premium Financing
  • The use of wealth planning tools such as trusts, foundations, family offices, and companies
  • Coordinating, understanding, and addressing the broader needs of private clients, such as relocation services and legal advice for Greater China and Asia