Strategic Wealth Planning Consultant

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time
Job Description

We are seeking a highly skilled Strategic Wealth Planning Consultant to join our team. As a key member of our Private Banking department, you will be responsible for identifying and assessing client needs, providing professional advice, and premium service to high-net-worth individuals.

About Hang Seng Bank Limited

Hang Seng Bank Limited is committed to service excellence and attracts high-calibre talent by offering a dynamic working environment, good career development opportunities, and competitive compensation packages.

Key Responsibilities:
  • Client Needs Assessment: Identify and assess client needs, offering insights regarding the use of trusts, family office, companies, insurance, and other tools from a family succession, tax, and legal perspective.
  • Solution Design and Implementation: Coordinate with clients' external advisors and services providers to facilitate solution design and implementation.
  • Relationship Management: Foster strong working relationships with relationship managers to identify specific client needs and promote targeted campaigns.
  • Training and Development: Train up and raise the professionalism of frontline staff in trust or other relevant succession knowledge.
  • Ad Hoc Projects: Participate in any ad hoc project as assigned by the Head of Trust Services from time to time.
Requirements:
  • Education: University degree in Law, Accounting, or related discipline.
  • Professional Qualifications: Full (TEP) membership in Society of Trust and Estate Practitioners (STEP) is a MUST.
  • Insurance License: Insurance license (IIQE paper 1-3) is a benefit.
  • Experience: Minimum 8 years of experience from trust services providers, tax advisory, or family office.
  • Network: Extensive network in legal, taxation, and trust fields.
  • Skills: Requires extensive knowledge with tax and regulatory case management experience, solid client-facing experience, and strong understanding of private client distribution.
  • Language Proficiency: Proficiency in both English and Chinese, with proficiency in Putonghua an advantage.


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