Apply for this job now

Senior Manager / Associate Director, HNW & Wealth Strategy

Hong Kong
Job Type
8 Sep 2022

Our client is an international Financial Services Group with a strong history in Asia Pacific in Retail Wealth, Insurance and Asset Management businesses. As part of strategic growth within their Wealth Management business, the group is seeking a Senior Wealth Advisor to drive the development of their HNW business proposition in Hong Kong market. This person must be a subject matter expert on trust, tax and estate planning matters.

The key responsibilities for this position are as follows:

  • Develop the overall HNW proposition for the group
  • Plan and deliver value added services to HNW clients
  • Work closely with sales teams and intermediaries to promote all Trust, Tax and Estate Planning services to generate sales activities in the segment
  • Involved in client meetings and advise on Trust related matters with the goal of developing new businesses
  • Lead the discussions with external trustees, tax & legal consultants
  • Develop and provide related training, sharing sessions and communication materials to sales teams
  • Provide insights and come up with strategic decisions on future proposition development for the HNW business
  • Provide support to ad hoc projects arising from time to time

Successful applicants will have the following skills and experience:

  • University graduate or equivalent with 10 years+ experience in the provision of wealth advisory services to high net worth segment
  • Welcome Tax/Legal Advisory candidates
  • Strong knowledge and expertise in Trust, Tax and Estate Planning
  • Solid understanding on HK laws (such as HK Trustee Ordinance, HK Stamp Duty Ordinance, Wills Ordinance, etc.), tax regime of key countries/regions (such as PRC, UK, US, etc.), and other applicable laws and regulations (such as Marriage Law, Estate Law, etc.)
  • Possession of, or perusing related professional qualifications (e.g. STEP, CTP, CPA, etc.)
  • Outstanding communication and project management skills with great stakeholders' management experience
  • Fluency in English, Cantonese and Mandarin
  • Ability to work under pressure while multitasking
  • You are required to obtain relevant licence(s) if your job involves regulated activities

Interested parties, please send your CV to Gary Wong - for more details. For other available opportunities, please visit .

Apply for this job now


  • Job Reference: 707121148-2
  • Date Posted: 8 September 2022
  • Recruiter: ConnectedGroup Limited
  • Location: Hong Kong
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent