Wealth Planning/ Sales Consultant DIFC or Hong Kong Based (flexible)

About us

We are a global advisory firm specializing in legacy and succession planning, credit and advanced wealth strategies. We help clients grow, preserve and transfer wealth through bespoke structures, premium financing and creative financial planning – all tailored to multigenerational goals.

Role Overview

We are seeking a driven and client-focused Wealth Planning/Sales Consultant to join our advisory and sales team, specializing in high-net-worth (HNW) clientele. This role will focus on developing and managing business opportunities across the Southeast Asia region/North Asia , collaborating closely with private banks, family offices, and professional intermediaries.

The successful candidate will be instrumental in delivering sophisticated legacy planning and advanced financing strategies that incorporate life insurance as a key component. This position demands a combination of technical expertise, client engagement skills, and regional market understanding.

Key Responsibilities

Build & Maintain Strategic Relationships

Develop and strengthen partnerships with private bankers, legal advisors, wealth managers, and tax consultants to position the firm as a trusted advisor in estate and legacy planning.

Drive Business Development

Identify and qualify prospective clients by working with referral sources. Provide consultative support to uncover client needs and develop customized life insurance and estate planning strategies.

Identify Client Opportunities

Work with referral sources to uncover HNW client needs and qualify opportunities. Lead planning discussions and provide tailored recommendations aligned with client goals and jurisdictional considerations.

Lead Client Engagements

Attend client meetings (both independently and with referral partners) to assess client goals, present holistic planning concepts, and explain how life insurance can support wealth preservation and succession planning.

Deliver Bespoke Planning Solutions

Effectively communicate technical planning strategies to HNW clients in a manner that is professional, clear, and aligned with their family, business, and tax objectives.

Manage Sales Pipeline

Track and manage prospective client opportunities, ensuring timely follow-up, internal coordination, and progress reporting.

Partner Enablement & Training

Conduct training sessions and knowledge-sharing forums for bankers and other referral partners, enhancing their awareness of planning opportunities and equipping them to identify suitable prospects.

Qualifications & Experience

Educational Background

Bachelor’s degree from a reputable institution. A background in law, finance, wealth planning, or business is preferred.

Industry Experience

Minimum 5 years of relevant experience in estate planning, private banking, life insurance, or wealth advisory—preferably with exposure to HNW clients across multiple jurisdictions.

Multilingual Capability

Language proficiency required – English

Language proficiency preferred – Mandarin

Independent & Entrepreneurial

Self-driven and able to work autonomously while aligning with broader team goals. Demonstrates initiative and a business development mindset

Strong Analytical & Advisory Skills

Ability to analyze complex family, tax, and succession situations and present solutions clearly and credibly to discerning clients and professionals.

Career-Oriented & Driven

Deep commitment to building a long-term career in estate planning and private wealth. Passionate about helping clients protect and transfer wealth across generations.

Why Join Us?

This is a unique opportunity to work at the intersection of private wealth, estate planning, and insurance in a regionally influential role. Based in DIFC—one of the world's premier wealth hubs—you will be at the forefront of developing bespoke legacy solutions for high-net-worth individuals across Southeast Asia and North Asia.