A leading financial services organisation is looking for a legally qualified professional to build and manage partnerships supporting high-net-worth and ultra-high-net-worth clients across Southeast Asia. The role is relationship-led. You will connect clients and their advisers with the right specialists for cross-border wealth planning needs, including succession, family structuring, mobility and tax.
Key responsibilities
- Build trusted relationships with HNW/UHNW clients, their advisers and professional intermediaries
- Develop and maintain a network of legal, tax, fiduciary and other private client specialists
- Identify cross-border considerations and coordinate the right expertise for complex client situations
- Generate business through referrals, partnerships and client relationships
- Represent the business at client meetings, pitches and industry events
- Share market and wealth planning insights with clients and partners
Requirements
- Law qualified, with experience in private client, private wealth, tax, trusts or a related field
- Strong existing network within the HNW/UHNW private client community
- Good understanding of cross-border wealth planning
- Able to explain technical concepts clearly to clients and advisers
- Commercial, entrepreneurial and comfortable with business development
- Strong communication skills, sound judgement and discretion
- Regional experience in Southeast Asia and proficiency in relevant Asian languages are advantageous, particularly where they support communication with clients, advisers and professional intermediaries across the region.
KWL
Reg No: R2196660
BeathChapman Pte Ltd
Licence no. 16S8112
