Central, Hong Kong Island, Hong Kong
29 days ago
Senior Wealth Planning Advisor - Private Banking and Trust Services - Hang Seng Bank (HK)

A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.


Private Banking and Trust Services

Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it.

Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale.

Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.

We are currently seeking a high caliber professional to join our department asSenior Wealth Planning Advisor


Principal responsibilities:

Identify and assess client needs, offering insights regarding the use of trusts, family office, companies, insurance and other tools from family succession, tax and legal perspectiveCoordinate with clients’ external advisors and services providers to facilitate solution design and implementationFoster strong working relationships with relationship managers to identify specific client needs and promote targeted campaignsTrain up and raise the professionalism of frontline staff in trust or other relevant succession knowledge.Participate in any ad hoc project as assigned by the Head of Trust Services from time to time

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