Senior Wealth Planner
You will provide direct support to the North Asia teams and will present relevant training and regular reporting to RMs and proactively build strong and trusting partnerships with RMs and other selected specialists. You will attend and contribute at meetings, business development working groups etc. with RMs and maintain careful watch on developments in specific market(s) allocated, as well as communicate these efficiently and timely to the Regional Head and RMs for action and briefing to clients where necessary. You will participate in meetings and discussions with Clients, RMs and professional advisers in developing relationship and solutions, and travel will be required and in this regard, the bank’s Cross Border principles and Country manuals must be respected.
You will ensure that all wealth planning solutions proposed are compliant with Trust and Fiduciary Services Key Principles, especially with regard to any solution, which has tax optimization as a key objective. You will ensure that external legal and/ or tax advice is obtained in accordance with the policies of the respective sites where the prospective structure is to be introduced. You will also ensure that all formalities and documentation is completed, checks are conducted to comply with requirements of respective sites. You will be responsible for the implementation of operational control policies and procedures in day-to-day business activities such as Control Plan, and ensure that team members comply with the regulatory and internal guidelines. You will also be responsible for reporting of all incidents according to the incident management system.
Pre-requisites:
- Minimum 7 years experience in Wealth Planning, Private Banking, Trust and other fiduciary services, or equivalent experience
- Strong technical knowledge in trust, tax, accounting and company law
- High level of knowledge of servicing clients based in North Asia with solutions for wealth succession
- Able to assist in drafting of legal documentation
- Possess Private Banking knowledge and good marketing sense, as well as strong client relationship skills
- Good presentation and negotiation skills
- Outgoing character with good organizational ability
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