Wealth Planner AD/D
Selby Jennings
Hong Kong, Hong Kong
6天前

Responsibilities :

  • Provide High Quality Wealth Planning Services to HNW Clients
  • Work with RM's to build and maintain client relationships
  • Build relationships with intermediaries
  • Generate and prospect leads from the bank
  • Requirements :

  • Minimum 8 years related experience
  • Knowledge within Trust, Estate and Insurance Advisory
  • Experience servicing HNW clients
  • Understanding of Trust & Fiduciary Sales
  • Excellent communication and interpersonal skills
  • Travel will be required
  • Fluent in English, Cantonese and Mandarin
  • This is a confidential search, for more information please apply and I will be happy to get in touch to discuss further!

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