Wealth Planner

Job description

Tasks

• Identifying and developing wealth planning strategies, including the use of insurance solutions, trusts, foundations, family offices, companies, and other complex structures to meet clients' wealth planning needs and goals
• Meet with clients and EFG client relationship officers (CROs) to understand and identify opportunities in relation to clients' wealth planning needs and objectives
• Conducting awareness training/discussions with CROs on relevant technical product/market updates in the area of asset planning
• Collaboration with EFG Wealth Solutions (trustees) 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
• Developing and maintaining a strong network of external advisors (lawyers, tax advisors, etc.), 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 of HNWI insurance solutions and premium finance
• Experience in managing wealth planning companies, ideally in an insurance company, private bank, or trust company
• University degree in law or finance. Additional qualifications related to the field of interest (e.g., TEP, LLM in tax law, 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 customer relationship officers with Chinese portfolios

We offer

• A dynamic and stimulating working environment
• A fair and inclusive working environment based on the principle of mutual respect
• An opportunity to be part of a global private banking group

Our values

• Accountability: Taking responsibility for tasks and challenges as well as continuous improvement
• Hands-on: Proactive approach to deliver high-quality results as quickly as possible
• Passionate: commitment and striving for excellence
• Solution-oriented: Focus on customer results and fair treatment of customers with a risk-aware mindset
• Partnership: promotion of cooperation and teamwork, entrepreneurial spirit