Junior Wealth Planner, Private Bank (Trust)
Selby Jennings
Hong Kong, Hong Kong
4小时前

Job Responsibilities

  • To provide high quality wealth advisory services and support to relationship managers and their clients in line with PWM's business strategies and policy guidelines.
  • To support the Head of Wealth Planning to drive the insurance referral business and handle the ongoing liaison with the insurance intermediaries and PWM client advisors.
  • To support and provide training to PWM client advisors on the referral process and product knowledge.
  • To provide ongoing liaison with the clients, PWM client advisors, trustees and insurance intermediaries etc. in respect of their existing wealth planning structures and insurance arrangements.
  • Job Requirements

  • Good knowledge on wealth planning solutions especially trusts and insurance
  • At least 5 years of experience in a similar role in a private bank or trust company or insurance broker or insurance company preferably with a degree qualification and other related professional qualifications (e.g. TEP, CPA etc.);
  • Good interpersonal, management and presentation skills
  • Fluent in English, Cantonese and Mandarin
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