High Net Worth Wealth Strategist
1 month ago
Wealth Planning Role
Selby Jennings is seeking a seasoned High Net Worth Wealth Strategist to join their team in Asia.
Job Overview
The successful candidate will be responsible for providing high-quality wealth planning services to HNWIs in North Asia, identifying wealth management needs and legacy planning solutions including trusts, tax, and insurance.
Key Responsibilities
- Develop and implement a sales strategy aimed at generating new business opportunities in the high-net-worth market.
- Work with the sales team to identify wealth management needs of clients and introduce tailored insurance solutions for their high-net-worth portfolios.
Required Qualifications
- A minimum of 8 years of experience in high-net-worth business, focusing on private client solutions, wealth planning, or trust solutions.
- Proficiency in using insurance and fiduciary structures as planning tools.
- Ability to build strong relationships with professional intermediaries in the private wealth sector, including trust specialists, accountants, and lawyers.
- Experience with the high-net-worth insurance landscape, particularly in the Mainland Chinese market.
- Proven ability to drive and execute initiatives on a firmwide level in the high-net-worth/private client segment.
- A background in private banking, wealth planning, tax advisory, or as a trustee.
- Fluency in Chinese, Putonghua, and English.
Salary and Benefits
The estimated annual salary for this position is around $200,000-$250,000, depending on experience. Additionally, Selby Jennings offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off.
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