Description
Wealth Advisors serve as senior specialists within an integrated team alongside Bankers, Investors, and Lending Advisors in Asia. You will provide wealth planning advice to ultra-high-net-worth (UHNW) clients, focusing on global wealth, assets, residency considerations, and cross-border activities.
Job Responsibilities
- Serve as a senior advisor to UHNW clients on wealth planning matters relating to global wealth, assets, residency considerations, and cross-border activities.
- Lead and support UHNW families in navigating complex planning objectives, including intergenerational succession, structuring and estate planning, relocation and immigration considerations, asset protection, family governance, and philanthropic strategy.
- Identify and articulate client needs and deliver solutions through an appropriate range of planning tools, including trusts, foundations, companies, private funds, partnerships, contractual arrangements, and insurance solutions.
- Facilitate the design, execution planning, and implementation of solutions in partnership with internal stakeholders and external parties such as law firms, fiduciary service providers, trustees, and brokers.
- Provide leadership, training, coaching, and technical guidance to junior staff; share market trends and best practices with client-facing teams to elevate overall planning capability.
- Travel with Bankers to engage clients and prospects, acting as a senior specialist in high-impact client discussions and new business opportunities.
- Support the coordination of commercial efforts across the integrated team, ensuring planning solutions are aligned with client objectives, platform capabilities, and risk governance expectations.
Required Qualifications, Skills and Capabilities
- Bachelor’s degree in Law, Tax, Accounting.
- Minimum 10 years of relevant experience in taxation, estate planning, trusts, and transactional/structuring matters, with demonstrated ability to operate at a senior client-advisory level.
- Deep cross-border planning expertise, including familiarity with offshore structures commonly used in UHNW planning, and strong interest in global trends and regulatory developments.
- Strong knowledge of applicable laws and regulations relevant to UHNW planning (e.g., taxation, trusts, foreign investment, succession and inheritance), with the ability to translate complexity into clear client outcomes.
- General working knowledge of trust and company administration matters, documentation processes, and implementation procedures.
- Strong understanding of individual, fiduciary, corporate, and partnership income tax concepts, and the ability to apply this knowledge (within role boundaries) to client-specific planning discussions.
- Demonstrated ability to evaluate wealth transfer goals, identify appropriate planning techniques, communicate options effectively to clients and prospects, and coordinate implementation with clients’ external advisors.
- Strong risk and controls mindset, with consistent attention to governance, documentation discipline, suitability, and escalation standards.
- Proven ability to partner effectively with clients’ professional advisors (primarily attorneys, accountants, trustees, and fiduciary administrators).
- Strong team orientation and ability to influence across a matrix organisation; exceptional interpersonal and relationship-building skills essential for success in the role.
Preferred Qualifications, Skills and Capabilities
- Appropriate local regulatory qualifications and licenses (as applicable).
- Strong knowledge of local regulatory policies and guidelines across Hong Kong and the Philippines.
- Demonstrated understanding of broader wealth management disciplines, including investments and credit, and the ability to integrate planning considerations into holistic client solutions.