High Net Worth Wealth Strategist

1 month ago


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

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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