Save Job Back to Search Job Description Summary Similar JobsInvestment BankWealth PlanningAbout Our ClientThis is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities.Job DescriptionCoordinate onboarding of insurance products and external service providers (e.g., independent trustee firms, professional firms, insurance brokers).Provide administrative support for new team initiatives and internal projects.Prepare and analyze business reports for the Asia region.Conduct strategic data analysis to support business decisions.Serve as a liaison between relationship managers, clients, trustees, and insurance intermediaries on wealth planning matters.Communicate effectively with external partners, including insurance brokers and trustee firms.Perform general administrative tasks as required.The Successful ApplicantUniversity degree in Finance or related disciplines preferred.Professional certifications (e.g., TEP, CPA, CPWP, CFA) are an advantage.0-3 years of experience in wealth planning or related fields (trusts, insurance); prior exposure to private banking is a plus.Strong proficiency in Cantonese, Mandarin, and English.Excellent computer skills, including Chinese typing, PowerPoint, and Excel.Strong interpersonal, organizational, and presentation skills.Ideal for candidates with ambition to develop a career as a wealth planner in private wealth management.What's on OfferInvestment BankExcellent ExposureContactChing LauQuote job refJN-112025-6890628Phone number+852 3602 2426Job summaryFunctionBanking & Financial ServicesSpecialisationPrivate Banker / RM / Wealth ManagerWhat is your area of specialisation?Financial ServicesLocationHong KongJob Type:PermanentConsultant nameChing LauConsultant phone+852 3602 2426Job ReferenceJN-112025-6890628
