The candidate will serve as technical expert and resource on wealth planning matters, both for prospects and clients. He or she will work closely with the Relationship Managers to assist in the acquisition of new clients; retain, expand and deepen existing clients through a holistic and independent approach to the clients’ wealth planning needs.
The candidate will be required to provide internal training to Relationship Managers and other stakeholders.
The candidate will follow up the implementation of any suggested planning solutions and liaise with external tax and legal advisors and service providers (trust company, fiduciary companies, insurance brokers, etc.).
The candidate will be covering the clients and prospects based in Asia, with a focus on Japanese speaking clients or prospects.