Family and Philanthropy Advisor, ASP

GCB 4

We are currently seeking a high calibre professional to join our team as a Family and Philanthropy Advisor, ASP.

In this role you will:

• Report into the Regional Head of Family and Philanthropy Advisory in Asia Pacific to provide subject matter expertise in understand, assess and develop appropriate Family Office, Family Governance and/or Philanthropic solutions for Ultra High Net Worth (UHNW) clients and prospects.
• Run internal UHNW segment trainings and coordinate with stakeholders to lead Family and/or Philanthropy Advisory business development activities for the assigned markets.
• Support UHNW client acquisition, growth of NNM, direct and indirect cross-sell revenues for GPB.
• Actively participate with UHNW segment management and GPB stakeholders on account planning, client events as SMEs and thought leadership content.
• Support in the development and refinement of Family and/or Philanthropy Advisory capabilities to generate new business.
• Participate in governmental feedback, industry consultations and liaisons
• Ensure alignment and adherence to risk frameworks.
• Work on stretch projects as assigned from time to time.

To be successful you will need:

• At least 7-10 years of relevant experience either in private professional practice and/or at financial institutions advising high and ultra-high net worth clients on Family and/or Philanthropy Advisory topics
• Seasoned knowledge of domestic and international client needs with direct experience to provide subject matter expertise in understand, assess and develop appropriate Family Office, Family Governance and/or Philanthropic solutions
• Degree holder in law, accounting or finance, preferably with the STEP, CPA, law qualification
• Sound analytical mind and strong self-motivator
• Collaborative team player who can work closely with different business partners and stakeholders
• Excellent interpersonal skills, demonstrating the ability to develop strong and productive relationships with high and ultra-high net-worth clients.
• Highest levels of ethical standards and integrity
• Must have Chinese and English language fluency and experience in advising clients on Family and/or Philanthropy Advisory matters in Putonghua

Opening up a world of opportunity

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Issued by The Hongkong and Shanghai Banking Corporation Limited.

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