Wealth Planner

The Wealth Planner is responsible to identify and develop wealth planning strategies - including through the use of insurance solutions, trusts, foundations, Family office, companies and other complex structures - to address clients wealth planning needs and objectives.

Main Responsibilities

• Meet with clients and EFG Client Relationship Officers (CROs) to understand and identify opportunities regarding client wealth planning needs and objectives
• As subject matter expert, conduct awareness training/discussions with CROs on relevant technical product/market updates relevant to the wealth planning space
• Work with EFG Wealth Solutions (trustees) to facilitate the establishment of EFG trust structures for clients
• Work with all relevant parties (internal and external to EFG) to assist in the processing and closure of wealth planning cases in Asia
• Develop and maintain strong network of external advisors (Lawyers, Accountants, etc), insurance brokers and other counterparties
• Work closely with the Head of Wealth Planning Asia on the achievement, monitoring and regularly reporting of financial performance and business development efforts
• Contribute to Asia content for publications etc generated by Global Wealth Planning team

Role Requirements

• In-depth knowledge, understanding and experience of:
  • The uses of offshore jurisdictions and wealth planning tools such as trusts, foundations, Family office and companies
  • In-depth knowledge, understanding and experience with HNW insurance solutions and premium financing
• Experience in demonstrated track record of managing wealth planning business ideally in an insurance brokerage/private bank/trust company
• University degree in Law or Finance related discipline. Additional qualifications links to the area of interest (e.g TEP, LLM in tax, etc) would be advantageous
• Strong verbal and written communication skills
• Proficient in Mandarin as you will be working together with the Client Relationship Officers with Chinese portfolios.