Wealth Planner, Private Bank

Partner with private bankers and UHNW clients to deliver bespoke wealth preservation, succession, trust, and estate planning solutions. The role focuses on helping clients protect, structure, and transfer wealth across generations through trusts, insurance, and legacy planning strategies.

Client Details

Our client is a leading international private bank serving high-net-worth and ultra-high-net-worth clients across Asia.

Description

Responsibilities

• Provide holistic wealth planning solutions to HNW and UHNW clients, focusing on wealth preservation, wealth succession, and legacy planning.
• Partner closely with Private Bankers to identify clients' wealth structuring needs and develop tailored solutions.
• Advise clients on trust structures, succession planning, estate planning, family governance, and wealth transfer strategies.
• Support referrals and implementation of wealth planning solutions, including family trusts, life insurance trusts, universal life insurance, and succession planning structures.
• Work closely with internal stakeholders and external professional partners, including trust companies, insurance providers, legal advisers, and tax specialists.
• Conduct client presentations and wealth planning discussions to educate clients on estate and legacy planning considerations.
• Monitor regulatory, market, and industry developments impacting private wealth and estate planning.
• Support business development initiatives and contribute to the growth of the bank's wealth planning franchise.

Profile

Requirements

• Bachelor's degree or above in Finance, Law, Business Administration, Accounting, Tax, or a related discipline.
• Minimum 5 years of experience in Private Banking, Wealth Planning, Trust & Fiduciary Services, Insurance Advisory, Estate Planning, or related fields.
• Strong knowledge of family trusts, succession planning, estate planning, insurance solutions, and wealth preservation strategies.
• Experience working with UHNW clients, entrepreneurs, business owners, and multi-generational families.
• Excellent presentation, communication, and stakeholder management skills.
• Ability to communicate complex wealth planning concepts in a practical and client-friendly manner.
• Fluent in English and Chinese, including Mandarin.

Job Offer

• Permanent position offering stability and career growth opportunities.

If you are ready to move forward in your career as a Wealth Planner in one of the leading Private Banks in Asia, we encourage you to apply.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Jane Tham on [+852 2848 4798](tel:+852 2848 4798).