Job Description
Head of Wealth Advisory, Asia
Reporting to: Head of Wealth Planning (additional soft reporting line to Regional CEO)
Role Purpose
Provide holistic wealth advisory services to ultra‑high‑net‑worth (UHNW) individuals and families. The role focuses on tax‑efficient structuring, succession planning, intergenerational wealth transfer, philanthropy, and family governance, delivered in partnership with internal investment specialists and external legal/tax advisors.
This role also plays a key role in business development, with a requirement to generate new opportunities and assist others in winning new business; with a particular focus on UHNW or HNW individuals or families.
To own and be accountable for the regional strategy for Global Wealth Advisory (GWA), working closely with both the Head of Wealth Planning and the Regional CEO to deliver the business objectives and key results within your region. The role will form part of the gl...