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GLOBAL WEALTH PLANNER (PRIVATE BANK)

Star Anise Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2019-02-22
  • Career Level:Middle
  • Location:Others
  • Yr(s) of Exp:4 years
  • Qualification:Degree
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Others:Full Time, Permanent
  • Job Function:Private Banking  Business Consultancy  Legal & Compliance  

Job Description

Global Wealth Planner - Private Bank 

 

A global private bank is hiring an experienced qualified lawyer or private client qualified tax advisor to join their global wealth planning team.

 

Highlights of this role include:

  • an excellent opportunity for a suitably experienced candidate to enter the world of high net worth private banking
  • mix elements of advisory, business development and sales, with the emphasis on the application and use of trust structures in a wealth management setting
  • apply knowledge of private trusts for High Net Worth Individual (HNWI) clients, advising them on its usage, benefits, structures, application and administration  
  • gain greater knowledge of, and cross-sell, investment products, particularly insurance-related products, and related to that, ensure compliance of relevant rules and regulations
  • work with closely with other business units
  • a full 360 role from nurturing relationships, advisory, execution, supporting new business projects, and maintaining customer delight   

 

Qualifications:

  • degree holder in law, accounting, tax or similar discipline
  • Qualified accountant (CPA) or lawyer and, in both cases, an additional STEP qualification would be highly advantageous
  • Experience working in a major law firm, financial institution or corporate service provider or trust company preferred. 
  • Knowledge of trusts structures and experience of working with trusts is preferable 
  • Ability to work independently and travel on an as needed basis
  • Strong client relationship management experience and excellent inter-personal and organisational skills
  • Fluent written and spoken English and fluent spoken Cantonese needed, whilst a good/strong command of Mandarin or other Chinese dialet would be advantageous

 

What’s on offer:

This role gives you the opportunity to join a prestigious, domestic household name in the financial market, a direct client facing role, plenty of business travel opportunities, and a highly rewarding and alternative career in private banking.  

 

To apply, please contact Jennifer Yang for a confidential discussion at +852 3708 9510 quoting job reference number JY.33581. To visit more Legal, Compliance and Risk management jobs please check www.staranise.com.hk

 

Data collected will be for recruitment purposes only. Only shortlisted candidates will be contacted. If you have not been contacted within 5 business days of your application, please assume your application has not been shortlisted.

Company Info

Star Anise is a pan-Asian recruitment firm based in Hong Kong focusing on the legal, compliance, executive, and professional support sectors across all industries - whether law firm, multi-national, financial services or listed companies. 

To see how we can help you, the candidate, see our dedicated candidate page: http://www.staranise.com.hk/candidates/ 

For clients: http://www.staranise.com.hk/employers/

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