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Wealth Management, Senior Manager (Trust/ Tax)

Hong Kong
Job Type
19 Sep 2022

Our client is a leading International Insurance Group with a solid focus in growing the Hong Kong business as the biggest market in Asia across a wide range of insurance products. The group is seeking for a Wealth Management Advisor, Senior Manager (Trust/ Tax). Working closely with the Head of team and lead the development of trust products, drive and plan the value-added services to HNW clients.

Roles & Responsibilities:

  • Drive and lead the development of business proposition
  • Plan and deliver our value-added services to HNW clients
  • Work closely with sales teams and intermediaries to promote our trust, tax and estate planning services in order to drive sales in the segment
  • Participate in client meetings and advise on trust related matters
  • Lead the discussions 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


  • University graduate with minimum 10 years of experience in wealth advisory
  • Strong knowledge and expertise in trust and tax
  • Experience in using insurance products together with other planning tools in structuring a legacy plan
  • Possession of, or perusing related professional qualifications (e.g. STEP, CTP, CPA, etc.)
  • Fluency in English, Cantonese and Putonghua
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  • Job Reference: 716069794-2
  • Date Posted: 19 September 2022
  • Recruiter: ConnectedGroup Limited
  • Location: Hong Kong
  • Salary: On Application
  • Sector: Consulting & Corporate Strategy
  • Job Type: Permanent