High Net Worth Philanthropy Specialist
3 days ago
We are seeking a highly skilled Wealth Planner to join our team at IPS Group. The successful candidate will have a strong background in working with Ultra High-Net-Worth individuals and families, providing tailored wealth management services that align with their financial and legacy goals.
Main Responsibilities:
- Cultivate strong relationships with UHNW individuals and families, providing them with customized wealth management services.
- Work closely with clients on charitable giving strategies, including establishing foundations, endowments, and donor-advised funds.
- Provide customized wealth preservation, tax planning, and estate management solutions.
- Collaborate with our investment team to offer curated investment opportunities that align with the financial objectives of your clients.
Key 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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