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UHNW Financial Planning Expert

1 week ago

Hong Kong Island, Hong Kong SAR China IPS Group Full time

In this role, you will have the opportunity to leverage your expertise in wealth management and philanthropic planning to make a meaningful impact on the lives of ultra high net worth (UHNW) individuals and families.

As a mid-senior level wealth manager, you will be responsible for cultivating strong relationships with UHNW clients, providing tailored wealth management services, and developing customized financial and philanthropic plans.

To succeed in this position, you must have a strong track record of success in wealth management, financial planning, or private banking with UHNW clients. You should possess excellent communication and interpersonal skills, as well as a deep understanding of financial markets, tax regulations, and relevant legal matters.

Your responsibilities will include:

  • Client Acquisition & Relationship Management: Cultivating strong relationships with UHNW clients and acquiring new business.
  • Financial & Estate Planning: Developing customized financial plans and providing guidance on estate planning and wealth preservation.
  • Investment Solutions: Collaborating with our investment team to offer curated investment opportunities that align with the financial objectives of UHNW clients.