Job offer
Wealth Planner
A Wealth Planner is responsible for identifying and developing wealth planning strategies for clients, including the use of insurance solutions, trust models and other complex structures. The focus is on working with clients, relationship officers and external advisors to achieve individual wealth planning goals.
Job description
The Wealth Planner is responsible for identifying and developing wealth planning strategies - including the use of insurance solutions, trusts, foundations, family offices, corporations and other complex structures - to meet clients' wealth planning needs and objectives.Main tasks
- Meet with clients and EFG relationship managers (CROs) to understand and identify clients' wealth planning needs and objectives
- As a subject matter expert, conduct awareness trainings/discussions with CROs on relevant technical product/market updates in the area of wealth planning
- Collaboration with EFG Wealth Solutions (trustee) to facilitate the establishment of EFG trust structures for clients
- Liaise with all relevant parties (internal and external to EFG) to assist in the processing and closing of wealth planning cases in Asia
- Development and maintenance of a strong network of external advisors (lawyers, tax advisors, insurance brokers and other counterparties)
- Work closely with the Head of Asset Planning Asia in achieving, monitoring and regularly reporting on financial performance and business development efforts
- Contribute to Asia content for publications etc. produced by the global wealth planning team
Requirements
- In-depth knowledge, understanding and experience in:
- the use of offshore jurisdictions and wealth planning tools such as trusts, foundations, family offices and companies
- In-depth knowledge, understanding and experience with HNWI insurance solutions and premium financing
- Experience in proven track record of managing wealth planning companies, ideally in an insurance brokerage/private banking/trust company
- University degree in law or finance discipline. Additional qualifications related to the area of interest (e.g. TEP, LLM in Tax etc.) would be an advantage
- Completion of the CACS exam 1 and 2
- Strong verbal and written communication skills
- Fluent in Mandarin as you will be working with relationship managers with Chinese portfolios
We offer
- A stimulating and dynamic working environment
Job details
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