Financial Planner Strategist

3 days ago

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

**Job Summary:**

Selby Jennings seeks a highly skilled Financial Planner Strategist to join our team. As a key member of our wealth management division, you will be responsible for delivering comprehensive financial planning solutions to high net worth individuals and corporate clients.

**Key Responsibilities:

  • Wealth Planning Solutions
    • Design and implement customized wealth planning strategies to meet the unique needs of high net worth clients.
    • Collaborate with internal stakeholders to develop and maintain relationships with high net worth clients.
    • Stay up-to-date on industry trends and developments to ensure that clients receive the most effective and efficient wealth planning solutions.
  • Client Service and Support
    • Provide exceptional client service and support to high net worth clients, responding promptly to their inquiries and concerns.
    • Maintain accurate and detailed records of client interactions and transactions.
    • Work closely with colleagues to resolve client issues and ensure seamless delivery of services.
  • Product Expertise and Training
    • Develop and maintain in-depth knowledge of insurance and trust products, as well as other financial services offered by Selby Jennings.
    • Deliver training sessions to colleagues and external partners on product offerings and market trends.
    • Stay current on regulatory changes and updates to ensure compliance and best practices.
  • Business Development and Collaboration
    • Pursue new business opportunities through proactive outreach and relationship-building efforts.
    • Collaborate with cross-functional teams to design and execute marketing campaigns and promotions.
    • Identify and capitalize on emerging trends and opportunities in the wealth management space.

**Requirements:

  • Education and Experience:
    • Bachelor's degree or higher in Finance, Economics, or a related field.
    • Minimum 5 years of experience in wealth management, private banking, or a related field.
  • Skills and Qualifications:
    • In-depth knowledge of tax regulations and compliance within specific markets.
    • Strong analytical and problem-solving skills, with ability to interpret complex data and make informed decisions.
    • Excellent communication and interpersonal skills, with ability to build strong relationships with clients and colleagues.
    • Proficient in written English and Chinese, with spoken fluency in Mandarin, Cantonese, and English.

**Benefits:

  • Ongoing professional development and training opportunities.
  • A dynamic and supportive work environment.
  • The chance to work with a leading global recruitment agency in the financial services sector.

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