Wealth Planning Specialist

Job description

Main tasks and responsibilities

• Meet with clients and EFG CROs to understand clients' wealth planning needs and objectives and identify opportunities
• As a subject matter expert, conduct awareness trainings/discussions with EFG CROs on relevant technical product/market updates
• Collaboration with EFG Wealth Solutions (trustee) to facilitate the establishment of EFG trust structures for clients
• Work with all relevant parties (internal and external) to support 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 Wealth Planning Asia in achieving, monitoring and regularly reporting on financial performance and business development efforts
• Contribute to content for Asia for publications etc. produced by the Global Wealth Planning team

Requirements

• In-depth knowledge, understanding and experience in the following areas:
• Use of offshore jurisdictions and wealth planning tools such as trusts, foundations, family offices and corporations
• In-depth knowledge, understanding and experience of HNWI insurance solutions and premium finance
• Experience with a proven track record in managing wealth planning business, ideally in an insurance brokerage or private bank/trust company
• University degree in law or finance discipline; additional qualifications related to the field of interest (e.g. TEP, LL.M. in tax law)

Preferred skills

• Strong communication skills: Ability to communicate and give presentations to clients and private banking colleagues
• Strong organizational skills, structured approach, strict adherence to compliance requirements
• Languages: Mandarin and English are required

We offer