Financial Planning Strategist

2 days ago

Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full time

About CITIC CLSA

We are a leading financial institution committed to providing innovative solutions for our clients.

Job Description

As a Wealth Planning Specialist, you will play a key role in managing the end-to-end product cycle and building strong relationships with clients and stakeholders. Your primary responsibility will be to provide wealth planning solutions, primarily using insurance/trust products, to high net worth and corporate clients for estate planning, succession planning, and asset protection.

Key Responsibilities:

  • Wealth Planning Solutions: Provide tailored wealth planning solutions to high net worth and corporate clients, leveraging insurance/trust products to achieve their goals.
  • Expert Resource: Serve as an expert resource for wealth planning and insurance/trust products, supporting both prospects and existing clients.
  • Business Growth: Achieve business goals and address client inquiries regarding insurance/trust products through client meetings and calls.
  • Product Training: Conduct product training and assist stakeholders in understanding the benefits of wealth planning structures and insurance/trust products.
  • Client Engagement: Organize client seminars and special events related to wealth planning.
  • Creative Content: Continuously educate stakeholders/clients by preparing write-ups to promote wealth planning and insurance brokerage business.
  • Team Collaboration: Support the marketing team in developing strong client relationships.
  • External Partnerships: Maintain relationships with external parties such as insurance companies/brokers to facilitate solution design and implementation.

Requirements

  • Education: Degree or above with major in Finance, Economics or related disciplines; professional qualification of CFP/FLMI/CPA/FRM is preferred.
  • Experience: Stable career history with relevant product advisory experience in financial institution preferably private banking/wealth management/insurance business in high-net-worth and corporate client segment.
  • Technical Skills: Extensive knowledge with tax and regulatory with jurisdictions of dedicated market(s) and case management experience is a plus.
  • Client Focus: Solid client facing experience is a must with strong understanding of private client distribution and MCV client relationship management.
  • Personal Qualities: 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 command of written English / Chinese and spoken Mandarin, Cantonese and English.

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