• Negotiable
  • Hong Kong
  • Permanent, Full time
  • Standard Chartered Bank Hong Kong
  • 2018-06-19

Senior Manager, Wealth Planning, Private Banking

  • Location: Hong Kong
  • Salary: Negotiable
  • Job Type: Full time

An exciting opportunity arises in Wealth Planning team in Private Banking Hong Kong.

Leading the way in International Banking. We support the people and companies driving investment, trade and wealth creation across Asia, Africa and the Middle East. And our heritage and values are expressed in our brand promise - here for good. See our Brand and Values

Job Description

Reporting to Head of Wealth Planning, Greater China and North Asia, this incumbent is required to support Relationship Managers in acquiring new Wealth Planning businesses. This will include providing training and relevant sharing sessions with the Relationship Managers.

In addition, this incumbent is required to work closely with the trust companies to facilitate the Relationship Managers in the management of existing and on-boarding of new fiduciary structures.

Roles and Responsibilities
  • Business development and clients acquisitions:
    • Generate potential leads from Private Bank
    • Generate potential leads from other parts of bank eg Commercial Clients
    • Abilities to convert leads into sales
    • Experience in using insurance and fiduciary structures as planning tools
  • To achieve annual sales target
  • Be able to handle Private Banking clients on estate planning needs and enquiries
  • Able to apply various alternative estate planning structures and solutions offered by the Bank
  • Helping Relationship Managers to understand benefits of estate planning structures and in the administrative and technical aspects of these structures
  • Traveling with Relationship Managers is expected to meet with prospects and to service existing clients
  • To assist Relationship Managers in building strong relationships with their clients
  • To work into building good relationship with intermediaries, e.g. insurance brokers, accountants and lawyers
Skills and Qualifications
  • With at least 15 years of experience working in Trust and Estate advisory for high-net-worth sector
  • Must have understandings of basic regulatory/tax regimes in Asia Pacific countries
  • Trust and fiduciary business development experience is a must
  • Good communication and interpersonal skill
  • Fluency in English, Cantonese and Mandarin are must
  • Polished presentation and negotiation skills
  • Travel is required

We are committed to building a culture that fosters a diverse and inclusive environment that's free from bias, where everyone can realise their full potential and make a positive contribution. This is just one of our values that is expressed in our brand promise - here for good. Apply Now!
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