Senior HNW Wealth Manager

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time

About Selby Jennings


We are a leading financial services recruitment firm with a strong presence in Asia.


Job Overview


This is an exciting opportunity to join our team as a Senior HNW Wealth Manager and take on a challenging role that requires expertise in wealth planning and management.


Key Responsibilities


The successful candidate will be responsible for providing high-quality wealth planning services to high net worth individuals (HNWIs) in North Asia, identifying their wealth management needs, and delivering tailored solutions, including trusts, tax, and insurance.


They will also create and implement sales strategies to generate new business opportunities in the high-net-worth market and work closely with the sales team to identify clients' wealth management needs and introduce suitable insurance solutions for their high-net-worth portfolios.


Requirements


To succeed in this role, you will need:



  • A minimum of 8 years' experience in high-net-worth business, focusing on private client solutions, wealth planning, or trust solutions.
  • Proficiency in using insurance and fiduciary structures (e.g., offshore trusts) as planning tools.
  • The ability to build strong relationships with professional intermediaries in the private wealth sector, including trust specialists, accountants, and lawyers.
  • Experience with the high-net-worth insurance landscape, particularly in the Mainland Chinese market.
  • A proven ability to drive and execute initiatives on a firm-wide level in the high-net-worth/private client segment.
  • A background in private banking, wealth planning, tax advisory, or as a trustee.
  • Fluency in Chinese, Putonghua, and English.

Benefits


As a Senior HNW Wealth Manager at Selby Jennings, you can expect a competitive salary package, ranging from SGD 120,000 to SGD 200,000 per annum, depending on your experience and qualifications.



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