Wealth Planner Based In China : Private Bank :

We are on the lookout for a confident Wealth Planner based in China:Private Bank to join our stellar team at Selby Jennings in Puno, Puno.Growing your career as a Full Time Wealth Planner based in China:Private Bank is a fantastic opportunity to develop competitive skills.Private Bank at Selby Jennings todayThe Responsibilities Include:To understand HNW clients (with a focus on China) needs and recommend suitable wealth structuring and succession planning solutions, incl. philantropy, family office, marketing eventsTo monitor trends in the wealth planning industry, communicate those and implement necessary changes in order to achieve long term goalsTo review and present pitch books, clientpresentations, corresponding legal, trust and other documentationsTo work closely with Relationship Managers, Trust Partners and Private Banking and/or group affiliates to provide Wealth Planning and Advisory Solutions and grow the client baseTo network and maintain close relationships with intermediaries in the wealth planning industryDegree holder in law, business or tax, preferably with STEP and CPA qualificationExperience in law firms, accounting firms, financial institutions, family office or independent trust companies with trust experienceSolid experience in client relationship management with legal and tax professional exposureFluent written and spoken English and ChineseTravelling is required on need basisBenefits of working as a Wealth Planner based in China:Private Bank in Puno, Puno:? Company offers great benefits? Company offers career progression opportunities? Advantageous package