Executive Director, Wealth Advisor Greater Hong Kong Area
About the Role
Greater Hong Kong Area (On-site)(Hong Kong, Hong Kong)
The Company is seeking an Executive Director, Wealth Advisor for Asia. The successful candidate will serve as a senior specialist in an integrated team, providing high-level, collaborative support to ultra-high-net-worth (UHNW) clients. This role is pivotal in driving complex planning processes, from discovery to execution, and requires a deep understanding of global wealth, assets, residency considerations, and cross-border activities. The Executive Director will lead and support UHNW families in various planning objectives, including succession, estate planning, asset protection, and philanthropic strategy. They will also be responsible for identifying client needs, delivering appropriate solutions, and coordinating with both internal and external stakeholders. Applicants must have a Bachelor’s degree in Law, Tax, or Accounting, with a minimum of 10 years' of relevant experience in taxation, estate planning, and related matters. Deep cross-border planning expertise and a strong knowledge of applicable laws and regulations are essential. The role demands a strong risk and controls mindset, the ability to influence across a matrix organization, and exceptional interpersonal skills. The ideal candidate will have a proven track record of partnering with clients' professional advisors and a strong team orientation. Preferred qualifications include local regulatory qualifications and a demonstrated understanding of broader wealth management disciplines.
Functions:
- Finance
- Sales/Revenue
Est. Compensation
USD $150,000-$292,246 (total) per year
Estimated by Revelio Labs
About the Company
Diverse financial services firm & investment bank
Industry
Financial Services
Type
Public Company (JPM)
Age
employees
10,001+