Senior Wealth Planning Specialist

1 week ago

Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full time
Company Overview
CITIC CLSA is a leading financial institution dedicated to providing innovative solutions for high-net-worth individuals and corporate clients. Our mission is to deliver exceptional wealth planning services, fostering long-term relationships built on trust and expertise.

Job Description
We are seeking an experienced Senior Wealth Planning Specialist to join our team in strengthening our product distribution business. As a key member of our team, you will be responsible for managing the end-to-end product cycle, building relationships with clients and stakeholders, and promoting regular product programs with comfortable starting sizes to increase product penetration.

Key Responsibilities
  • Develop and implement comprehensive wealth planning solutions, primarily using insurance/trust products, to meet the unique needs of high-net-worth and corporate clients for estate planning, succession planning, and asset protection.
  • Act as an expert resource for wealth planning and insurance/trust products, supporting both prospects and existing clients through client meetings and calls.
  • Achieve business goals by addressing client inquiries regarding insurance/trust products and delivering exceptional client service.
  • Conduct product training and assist stakeholders in understanding the benefits of wealth planning structures and insurance/trust products.
  • Organize client seminars and special events related to wealth planning, showcasing our expertise and thought leadership.
  • Maintain relationships with external parties such as insurance companies/brokers to facilitate solution design and implementation.
  • Foster strong working relationships with relationship managers to identify specific client needs and promote targeted campaigns.

Requirements
  • Degree or above with major in Finance, Economics, or related disciplines; professional qualification of CFP/FLMI/CPA/FRM is preferred.
  • Stable career history with relevant product advisory experience in financial institutions, preferably private banking/wealth management/insurance business in high-net-worth and corporate client segments.
  • Extensive knowledge of tax and regulatory requirements with jurisdictions of dedicated markets and case management experience is a plus.
  • Solid client-facing experience is a must, with strong understanding of private client distribution and MCV client relationship management.
  • Available to travel and team player with strong presentation and analytical skills.
  • Strong judgment and high level of professional and personal integrity.
  • Strong cultural sense and command of written English and spoken Mandarin, Cantonese, and English.

Benefits
We offer a competitive compensation package, opportunities for career growth and development, and a dynamic work environment that fosters collaboration and innovation.

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