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 PlanningEstate and wealth transfer (wills, lasting power of attorney etc)Liquidity Planning using insurance solutionsFamily Office structuringCross-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 pension25 days annual leave plus generous number of public holidaysLife Assurance and Private Healthcare for you and your familyA range of flexible benefits including retail discounts, gym benefits, wellbeing incentivesThe opportunity to support a wide ranging CSR program plus take volunteering leave daysKey tasks and responsibilities include:Actively supporting RMs in client meetings, presentations and after-sales activities relating to asset ownership and wealth transferFollow legal, political, tax and economic developments in specific countries and apply this knowledge to client situationsProvide ongoing education and training for RMsDevelop country / market/ client specific strategies in conjunction with Coverage and other product groups as well as LendingProvide feedback to Coverage/ Senior Management on product needs, clients needs, market trends, regulatory changes etcMeet team/ individual targets on new trust and insurance referral businessesThe specific country focus will be on Hong Kong, China,Taiwan and PhilippinesDesired Skills & ExperienceAt least 10 to 15 years experience in Wealth PlanningFamiliarity with legal and tax system of commonly used trust jurisdictionsKnow-how and experience in sales & marketing, good business acumen and perceptive of client needsGood knowledge of markets/ countries coveredStrong presentation and public speaking skills, overall an excellent communicatorSuccessful track record in a highly demanding and dynamic environment, while consistently a good team playerGood network with external intermediaries, advisers etcFluency in English, Cantonese and Chinese requiredHow we’ll support you:Flexible working to assist you balance your personal prioritiesCoaching and support from experts in your teamA culture of continuous learning to aid progressionA range of flexible benefits that you can tailor to suit your needsTraining and development to help you excel in your careerAbout us and our teams:Deutsche Bank is the leading German bank with strong European roots and a global network. to see what we do.Deutsche Bank & DiversityWe strive for a 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.
