Job Description:
Details of the Division and Team:
The candidate will work closely with DBWM HK RMs in providing wealth structuring advice / support to RMs and their clients in the following areas:-
Trust and Legacy Planning
Estate and wealth transfer (wills, lasting power of attorney etc)
Liquidity Planning using insurance solutions
Family Office structuring
Cross-Border planning (e.g. to discuss issues raised by multi-jurisdictional families or assets)
Dispositive planning (e.g. to discuss potential distribution arrangements when Clients intend to divest some investments which will result in large proceeds being received by their families)
Coordination between the Client, the Client’s professional advisors and Deutsche Bank (DB)
What we will offer you:
A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.
You can expect:
Competitive Salary and non-contributory pension
25 days annual leave plus generous number of public holidays
Life Assurance and Private Healthcare for you and your family
A range of flexible benefits including retail discounts, gym benefits, wellbeing incentives
The opportunity to support a wide ranging CSR program plus take volunteering leave days
Key tasks and responsibilities include:
Actively supporting RMs in client meetings, presentations and after-sales activities relating to asset ownership and wealth transfer
Follow legal, political, tax and economic developments in specific countries and apply this knowledge to client situations
Provide ongoing education and training for RMs
Develop country / market/ client specific strategies in conjunction with Coverage and other product groups as well as Lending
Provide feedback to Coverage/ Senior Management on product needs, clients needs, market trends, regulatory changes etc
Meet team/ individual targets on new trust and insurance referral businesses
The specific country focus will be on Hong Kong, China,Taiwan and Philippines
Desired Skills & Experience
At least 10 to 15 years experience in Wealth Planning
Familiarity with legal and tax system of commonly used trust jurisdictions
Know-how and experience in sales & marketing, good business acumen and perceptive of client needs
Good knowledge of markets/ countries covered
Strong presentation and public speaking skills, overall an excellent communicator
Successful track record in a highly demanding and dynamic environment, while consistently a good team player
Good network with external intermediaries, advisers etc
Fluency in English, Cantonese and Chinese required
How we’ll support you:
Flexible working to assist you balance your personal priorities
Coaching and support from experts in your team
A culture of continuous learning to aid progression
A range of flexible benefits that you can tailor to suit your needs
Training and development to help you excel in your career
About us and our teams:
Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.
Deutsche Bank & Diversity
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
