Wealth Planner: Trusts, Estates & UHNW Advisory

IPS Group; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

IPS Group in Hong Kong seeks a Wealth Planner specializing in Private Wealth Management with a strong focus on Trust & Estate Planning. You will advise private individuals and families on long-term wealth preservation, intergenerational planning, and structured solutions aligned with goals, risk profile, and regulatory requirements.

You will deliver tailored planning proposals, manage client relationships, and coordinate with internal specialists to ensure proposals are complete, compliant, and

Qualifications

• Experience in private wealth management and/or financial planning with exposure to trust & estate planning concepts.
• Strong understanding of wealth planning frameworks, including intergenerational wealth transfer, risk considerations, and long-term planning.
• Ability to communicate complex planning concepts clearly and confidently to clients.
• Strong client relationship skills with a high standard of professionalism and discretion.
• Familiarity with Hong Kong regulatory expectations and compliance principles for wealth advisory activities.

Responsibilities

• Understand clients' financial objectives, family circumstances, and legacy plans (e.g., retirement, wealth transfer, succession).
• Perform needs analysis and develop customized wealth plans covering investment, insurance (where applicable), cashflow, and governance/structuring considerations.
• Build and maintain strong relationships with HNW/UHNW clients, providing proactive, relationship-led advisory.
• Conduct structured discussions on estate planning needs, including wills, beneficiaries, guardianship (as relevant), and wealth transfer objectives.
• Support development of trust and estate strategies (e.g., establishing, maintaining, and reviewing trust structures) based on client requirements and internal governance.
• Work with legal and tax specialists (where applicable) to ensure solutions are practical, implementable, and documented.
• Perform plan reviews and update recommendations when clients' circumstances change (family, assets, residency, succession timeline).

Skills

Client relationship management

Wealth planning

Communication

Intergenerational wealth transfer

Job description

IPS Group in Hong Kong seeks a Wealth Planner specializing in Private Wealth Management with a strong focus on Trust & Estate Planning. You will advise private individuals and families on long-term wealth preservation, intergenerational planning, and structured solutions aligned with goals, risk profile, and regulatory requirements.

You will deliver tailored planning proposals, manage client relationships, and coordinate with internal specialists to ensure proposals are complete, compliant, and