Our client is a leading International Insurance Group with a solid focus in growing the Hong Kong business as the biggest market in Asia across a wide range of insurance products. The group is seeking for a Wealth Management Advisor, Senior Manager (Trust/ Tax). Working closely with the Head of team and lead the development of trust products, drive and plan the value-added services to HNW clients.

Roles & Responsibilities:

• Drive and lead the development of business proposition
• Plan and deliver our value-added services to HNW clients
• Work closely with sales teams and intermediaries to promote our trust, tax and estate planning services in order to drive sales in the segment
• Participate in client meetings and advise on trust related matters
• Lead the discussions with internal or external trustees, tax & legal consultants and other vendors to deliver related services and responds to client service requests
• Develop and provide related training, sharing sessions and communication materials to sales teams

Requirement:

• University graduate with minimum 10 years of experience in wealth advisory
• Strong knowledge and expertise in trust and tax
• Experience in using insurance products together with other planning tools in structuring a legacy plan
• Possession of, or perusing related professional qualifications (e.g. STEP, CTP, CPA, etc.)
• Fluency in English, Cantonese and Putonghua

ConnectedGroup is an executive search and recruitment firm with offices in Hong Kong and China. We work across a number of industry sectors providing cross-functional recruitment. Our specialisms are Financial Services, Legal, Manufacturing, Supply Chain/Sourcing, Industrial, Technology, Strategy & Transformation, Life Sciences, Consumer and Retail/Luxury Goods, Hospitality, Sales, Marketing & Communications, Corporate Functions/Administration (Human Resources & Talent Acquisition/Finance/Accounting/Professional Support), Property & Real Estate.

All information is used for recruitment purposes only. Although we endeavour to respond to every applicant this may not always be possible so if you receive no response within 60 days, please consider your application for this specific vacancy to be unsuccessful. We will contact you with the next vacancy that matches your profile.

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