Executive Director, Wealth Advisor
Reveal this information
Enter your email to continue
Welcome back!
We're having trouble finding your sign-in details. Please try again later.
Having a resume & LinkedIn profile that stands out is important when applying to opportunities.
As an ExecThread Member you can check out our Executive Branding service to help you optimize your resume, cover letter & LinkedIn profile. Click here to learn more.
Shoot! There seems to be an error when submitting your resume to TopResume. If you continue experiencing issues submitting your resume please let us know.
As an ExecThread Member you can check out our Executive Branding service to help you optimize your resume, cover letter & LinkedIn profile. Click here to learn more.
Executive Director, Wealth Advisor
About the Role
Greater Hong Kong, Hong Kong Area(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
About the Company
Diverse financial services firm & investment bank
Industry
Financial Services
Type
Public Company (JPM)
Age
employees
10,001+
Having a resume & LinkedIn profile that stands out is important when applying to opportunities.
As an ExecThread Member you can check out our Executive Branding service to help you optimize your resume, cover letter & LinkedIn profile. Click here to learn more.
The listing you are looking for is no longer accepting applications.
Click here to view other opportunities.
Reveal this information
Enter your email to unlock hidden details
Welcome back!
We're having trouble finding your sign-in details. Please try again later.

