Our Company
JOB DESCRIPTION
EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.
EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.
Our Purpose and Mission
Empowering entrepreneurial minds to create value – today and for the future.
We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.
Role
The Wealth Planner is responsible to identify and develop wealth planning strategies - including through the use of insurance solutions, trusts, foundations, Family office, companies and other complex structures - to address clients wealth planning needs and objectives.
Main Responsibilities
- Meet with clients and EFG Client Relationship Officers (CROs) to understand and identify opportunities regarding client wealth planning needs and objectives
- As subject matter expert, conduct awareness training/discussions with CROs on relevant technical product/market updates relevant to the wealth planning space
- Work with EFG Wealth Solutions (trustees) to facilitate the establishment of EFG trust structures for clients
- Work with all relevant parties (internal and external to EFG) to assist in the processing and closure of wealth planning cases in Asia
- Develop and maintain strong network of external advisors (Lawyers, Accountants, etc), insurance brokers and other counterparties
- Work closely with the Head of Wealth Planning Asia on the achievement, monitoring and regularly reporting of financial performance and business development efforts
- Contribute to Asia content for publications etc generated by Global Wealth Planning team
Role Requirements
- In-depth knowledge, understanding and experience of:
- The uses of offshore jurisdictions and wealth planning tools such as trusts, foundations, Family office and companies
- In-depth knowledge, understanding and experience with HNW insurance solutions and premium financing
- Experience in demonstrated track record of managing wealth planning business ideally in an insurance brokerage/private bank/trust company
- University degree in Law or Finance related discipline. Additional qualifications links to the area of interest (e.g TEP, LLM in tax, etc) would be advantageous
- Completion of CACS Paper 1 and 2
- Strong verbal and written communication skills
- Proficient in Mandarin as you will be working together with the Client Relationship Officers with Chinese portfolios.
Our Values
- Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
- Hands-on: Being proactive to rapidly deliver high-quality results
- Passionate: Being committed and striving for excellence
- Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
- Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.
About Us
EFG Bank is the Swiss private banking subsidiary of EFG International. Headquartered in Zurich, it has an international network spanning Europe, Asia Pacific, Middle East and Latin America, and manages assets for private clients all over the world. The bank's services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. EFG Bank offers a stimulating and dynamic work environment.
