Wealth Advisor (SM / Associate Director Level)

Full-time
Senior (6-10 years)

Posted 

Technical Skills

  • Compliance
  • Customer Service
  • Futures
  • Sales
  • Tax
  • Training

Job Description

Wealth Advisor (SM / Associate Director Level)

Location: Hong Kong, HK

Position Objective:

As the Wealth Advisor, reporting to Head of Wealth Management Strategy, the jobholder provides support to channels, related to trust, tax and estate planning, in driving our business in the High Net Worth (HNW) segment. As the subject matter expert on trust, tax and estate planning, the jobholder will also support the development of related products and services.  

Roles and Responsibilities:

  • Provide on-the-ground support to sales teams and intermediaries regarding trust, tax and estate planning enquiries
  • Support client meetings and advise on trust related matters with the aim of acquiring new businesses for the High Net Worth segment
  • Coordinate with internal or external trustees, tax & legal consultants and other vendors to deliver related services and responds to client service requests
  • Develop and provide related training, sharing sessions and communication materials to sales teams
  • Provide thought leadership and insights to future proposition development and support related projects
  • Ensure strict adherence to internal compliance/governance guidelines and market regulations
  • Provide support to ad hoc projects arising from time to time  

Minimum Job Requirements:

  • University graduate or equivalent with minimum 8 years of experience working in wealth advisory for high net worth segment
  • Strong knowledge and expertise in trust, tax and estate planning
  • Sound understanding on trust law, the HK Trustee Ordinance, tax regime of key countries, and other applicable laws and regulations
  • Experience in using insurance products as planning tools
  • Possession of, or perusing related professional qualifications (e.g. STEP)
  • Customer service focus with excellent communication skills and interpersonal skill
  • Fluency in English, Cantonese and Putonghua
  • Ability to work under pressure on multiple priorities

We offer an attractive remuneration package to the successful candidate.  Please submit your application by clicking “Apply Now” for our processing.

 

All personal information provided by applicant will be treated in strict confidence and used solely for recruitment purposes.  The personal information will be used strictly in accordance with AIA’s personal data policies, a copy of which will be provided upon request.  It is possible that information about the applicant or the applicant’s application will be shared with AIA and its related companies.  AIA will retain all applications for a period of up to 24 months after which the documents will be destroyed.

Employment TypeFull-time
Career LevelSenior (6-10 years)
Education LevelBachelor
QualificationAIA Professional Accountancy Qualification
LanguageEnglish, Cantonese, Mandarin (Putonghua)
AIA Group LimitedInsurance and Reinsurance

AIA Central, 1 Connaught Rd Central, Central

directions_walk13 mins walk from Admiralty Station