Description
You will serve as the lead High-Net-Worth (HNW) specialist, providing expert advisory support on complex wealth planning and insurance solutions for HNW clients.
Your responsibilities will include:
- Leading the design and execution of complex HNW client solutions involving wealth preservation, succession planning, trust structures, taxation, and cross-border planning.
- Acting as the subject matter expert for HNW advisory, providing technical guidance and thought leadership on wealth structuring and legacy planning.
- Supporting and developing HNW capabilities across the organization through coaching, case consultation, training, and knowledge-sharing initiatives.
- Collaborating with internal and external stakeholders to develop differentiated HNW propositions and strengthen strategic partnerships with professional service providers.
- Monitoring market trends, regulatory developments, and emerging client needs to provide insights that support business strategy and proposition enhancement.
- Partnering with distribution leaders and advisors to support client acquisition, relationship deepening, and achievement of HNW business growth objectives.
Requirements:
- Bachelor's degree or above with solid academic and professional background in taxation or law, relevant professional qualifications or certifications.
- At least 12 years related experience, preferably in insurance/banking/finance industry.
- Strong understanding of the Hong Kong insurance market and interest in the insurance industry.
- Extensive knowledge of and practical experience with overseas trust structures.
- Proven in-depth understanding of the financial, taxation, and legal needs of Mainland China High Net Worth individuals.
- Familiarity with overseas taxation or legal systems and related client advisory requirements.
- Excellent presentation, communication, and stakeholder engagement skills; strong research, analytical, and learning capabilities.
- Good command of both written and spoken English and Chinese, including Cantonese and Mandarin.
- Well-established networks within taxation, legal, trust, or related professional services fields, with the ability to source and develop new business partners.
Benefits:
- 5-day workweek
- Attractive salary
- MPF
- Group life and group medical insurance
- Excellent career development opportunities