Senior Wealth Legacy Specialist
4 weeks ago
About the Role
We are seeking a highly skilled and experienced Senior Wealth Legacy Specialist to join our team at Manulife-Sinochem Life Insurance Co. Ltd. As a key member of our wealth management team, you will be responsible for providing expert legal advice and guidance to our clients on wealth legacy matters.
Key Responsibilities
- Provide legal counsel and advice to clients on wealth legacy matters, including estate planning, succession planning, and wealth transfer.
- Assist in the development and implementation of wealth legacy strategies for high net worth individuals and families.
- Collaborate with cross-functional teams to deliver comprehensive wealth management solutions to clients.
- Stay up-to-date with changes in laws and regulations affecting wealth legacy planning and provide expert advice to clients and internal stakeholders.
- Develop and maintain strong relationships with clients, internal stakeholders, and external partners to ensure seamless delivery of wealth legacy services.
Requirements
- Minimum 7 years of experience in a law firm or financial institution, with a focus on wealth management and estate planning.
- Strong knowledge of laws and regulations affecting wealth legacy planning, including tax laws, estate laws, and trust laws.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients, internal stakeholders, and external partners.
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
- Strong analytical and problem-solving skills, with the ability to analyze complex legal and financial information and provide expert advice.
About Manulife-Sinochem Life Insurance Co. Ltd.
Manulife-Sinochem Life Insurance Co. Ltd. is a leading international financial services company that helps people make their decisions easier and lives better. With a global presence and a commitment to innovation, we provide a wide range of financial products and services to individuals, groups, and institutions. We are proud to be an equal opportunity employer and welcome applications from diverse candidates.
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