【上海 Wealth Planning Manager / Senior Wealth Planner招聘】-猎头顾问上海招聘信息-猎聘

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猎头顾问 · 深圳市职帮人力资源有限公司

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职位介绍: Role Overview We are seeking an experienced Wealth Planning professional to provide holistic wealth structuring and succession planning solutions to HNW and UHNW clients. Working closely with Relationship Managers, investment professionals and external advisers, you will identify clients' wealth planning needs and develop tailored solutions across estate and succession planning, trusts, insurance, family governance, tax-efficient structures and cross-border wealth planning. This client-facing and advisory-oriented role requires strong technical expertise, commercial awareness and the ability to communicate complex structures clearly. Key Responsibilities 1.Analyze client profiles to design tailored solutions covering trusts, single family offices (SFO), insurance, and cross-border wealth preservation. 2.Partner closely with Relationship Managers (RMs) in client meetings to provide technical expertise and help secure/onboard premium clients. 3.Coordinate with external legal, tax, trust, and corporate services advisers to successfully implement and review the approved structures. 4.Ensure all planning activities align with internal policies and regulatory standards, keeping meticulous documentation. Requirements Bachelor’s degree in Law, Accounting, Finance, or a related business discipline. 5–8 years of relevant experience in wealth planning, private banking, trust services, tax advisory, or family office advisory. Strong understanding of Singapore wealth management and family office structures (e.g., Section 13O/13U, VCCs, trusts). Excellent written and spoken English; Mandarin is required to regularly interact with Chinese-speaking clients. Professional certifications like STEP, CFA, CPA, or a legal qualification is a plus. Soft Skills & Competencies Ability to translate complex legal and technical concepts into practical, client-friendly advice. Collaborative working style to manage multiple stakeholders (RMs, clients, and external experts). Ethics: High integrity and absolute discretion when handling confidential client matters.

其他信息: 语言要求：普通话 + 英语; 行业要求：基金/证券/期货

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