This new high-profile advisory role will partner closely with Relationship Managers to deliver sophisticated wealth planning solutions to UHNW and HNW clients across Asia.
You will act as a technical specialist, supporting client acquisition, deepening existing relationships, and providing holistic advice across succession and wealth structuring matters.
Key Responsibilities
- Partner with Relationship Managers on new business opportunities and existing client relationships across Asia.
- Provide expert advice on wealth planning, succession planning, trust structures, estate planning, and related private wealth solutions.
- Develop tailored strategies to address clients' personal, family, and business wealth planning needs.
- Stay abreast of legal, tax, regulatory, and industry developments impacting private clients.
- Deliver technical training and thought leadership to Relationship Managers and inter...