Senior Manager / Associate Director, HNW & Wealth Strategy
ConnectedGroup
Hong Kong
2天前

Senior Manager / Associate Director, HNW & Wealth Strategy

Location Hong Kong Job-type Salary Negotiable Contact Gary Wong Email Reference AFSP-768717 1661998940

Our client is an international Financial Services Group with a strong history in Asia Pacific in Retail Wealth, Insurance and Asset Management businesses.

As part of strategic growth within their Wealth Management business, the group is seeking a Senior Wealth Advisor to drive the development of their HNW business proposition in Hong Kong market.

This person must be a subject matter expert on trust, tax and estate planning matters.

The key responsibilities for this position are as follows :

  • Develop the overall HNW proposition for the group
  • Plan and deliver value added services to HNW clients
  • Work closely with sales teams and intermediaries to promote all Trust, Tax and Estate Planning services to generate sales activities in the segment
  • Involved in client meetings and advise on Trust related matters with the goal of developing new businesses
  • Lead the discussions with external trustees, tax & legal consultants
  • Develop and provide related training, sharing sessions and communication materials to sales teams
  • Provide insights and come up with strategic decisions on future proposition development for the HNW business
  • Provide support to ad hoc projects arising from time to time
  • Successful applicants will have the following skills and experience :

  • University graduate or equivalent with 10 years+ experience in the provision of wealth advisory services to high net worth segment
  • Welcome Tax / Legal Advisory candidates
  • Strong knowledge and expertise in Trust, Tax and Estate Planning
  • Solid understanding on HK laws (such as HK Trustee Ordinance, HK Stamp Duty Ordinance, Wills Ordinance, etc.), tax regime of key countries / regions (such as PRC, UK, US, etc.
  • and other applicable laws and regulations (such as Marriage Law, Estate Law, etc.)

  • Possession of, or perusing related professional qualifications (, CTP, CPA, etc.)
  • Outstanding communication and project management skills with great stakeholders' management experience
  • Fluency in English, Cantonese and Mandarin
  • Ability to work under pressure while multitasking
  • You are required to obtain relevant licence(s) if your job involves regulated activities
  • Interested parties, please send your CV to Gary Wong - for more details. For other available opportunities, please visit

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