UHNW Family Office Advisor
5 days ago
We are looking for a skilled Wealth Planner to join our team at IPS Group. The ideal candidate will have extensive experience in working with Ultra High-Net-Worth individuals and families, providing tailored wealth management services that meet their financial and legacy goals.
Main Responsibilities:
- Develop and implement comprehensive wealth management plans for UHNW clients.
- Collaborate with internal teams to deliver customized financial and philanthropic solutions.
- Maintain and grow strong relationships with UHNW clients and their families.
- Stay up-to-date with industry trends and best practices in wealth management.
Required Skills & Qualifications:
- Minimum 5+ years of experience in wealth management, financial planning, or private banking with UHNW clients.
- Strong expertise in philanthropic advisory and charitable giving strategies.
- A solid, transferable client base with UHNW clients.
- Proven ability to develop and execute customized financial and philanthropic plans.
- Excellent understanding of estate planning, tax optimization, and investment strategies.
- Ability to maintain and grow strong relationships with UHNW individuals and their families.
- Exceptional interpersonal and communication skills with a high level of integrity.
- Fluency in Cantonese, English, and Mandarin is a must.
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