UHNW Wealth Planning Architect

Michael Page (Hong Kong); Hong Kong; On-site; HKD 1,200,000 - 2,000,000; Full time

Job summary

Michael Page International (Hong Kong) Limited is seeking a seasoned Private Wealth Planner to deliver holistic wealth planning for UHNW clients in Asia. The role involves partnering with Private Bankers to identify structuring needs and craft tailored solutions across trusts, estate planning and family governance.

Candidates should have 5+ years in Private Banking or Wealth Planning, with fluency in English and Mandarin, and a track record of working with multi-generational families and

Qualifications

• Bachelor's degree or above in Finance, Law, Business Administration, Accounting, Tax, or a related discipline.
• Strong knowledge of family trusts, succession planning, estate planning and wealth preservation techniques.
• Experience serving UHNW clients and multi-generational families with complex wealth planning needs.

Responsibilities

• Provide holistic wealth planning solutions to HNW/UHNW clients focusing on preservation, succession and legacy planning.
• Collaborate with Private Bankers to identify wealth structuring needs and tailor solutions.
• Advise on trust structures, succession planning, estate planning and wealth transfer strategies.

Skills

Wealth planning

UHNW clients

Estate planning

Trust & fiduciary services

Stakeholder management

English & Mandarin Chinese

Education

Bachelor's degree in Finance/Law/Business/Accounting/Tax

Job description

Michael Page International (Hong Kong) Limited is seeking a seasoned Private Wealth Planner to deliver holistic wealth planning for UHNW clients in Asia. The role involves partnering with Private Bankers to identify structuring needs and craft tailored solutions across trusts, estate planning and family governance.

Candidates should have 5+ years in Private Banking or Wealth Planning, with fluency in English and Mandarin, and a track record of working with multi-generational families and