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Private Bank - Senior Wealth Planner - Director

Deutsche Bank

Deutsche Bank

Hong Kong
Posted on Jun 27, 2025

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 Planning

  • Estate and wealth transfer (wills, lasting power of attorney etc)

  • Liquidity Planning using insurance solutions

  • Family Office structuring

  • Cross-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 pension

  • 25 days annual leave plus generous number of public holidays

  • Life Assurance and Private Healthcare for you and your family

  • A range of flexible benefits including retail discounts, gym benefits, wellbeing incentives

  • The opportunity to support a wide ranging CSR program plus take volunteering leave days

Key tasks and responsibilities include:

  • Actively supporting RMs in client meetings, presentations and after-sales activities relating to asset ownership and wealth transfer

  • Follow legal, political, tax and economic developments in specific countries and apply this knowledge to client situations

  • Provide ongoing education and training for RMs

  • Develop country / market/ client specific strategies in conjunction with Coverage and other product groups as well as Lending

  • Provide feedback to Coverage/ Senior Management on product needs, clients needs, market trends, regulatory changes etc

  • Meet team/ individual targets on new trust and insurance referral businesses

  • The specific country focus will be on Hong Kong, China,Taiwan and Philippines

Desired Skills & Experience

  • At least 10 to 15 years experience in Wealth Planning

  • Familiarity with legal and tax system of commonly used trust jurisdictions

  • Know-how and experience in sales & marketing, good business acumen and perceptive of client needs

  • Good knowledge of markets/ countries covered

  • Strong presentation and public speaking skills, overall an excellent communicator

  • Successful track record in a highly demanding and dynamic environment, while consistently a good team player

  • Good network with external intermediaries, advisers etc

  • Fluency in English, Cantonese and Chinese required

How we’ll support you:

  • Flexible working to assist you balance your personal priorities

  • Coaching and support from experts in your team

  • A culture of continuous learning to aid progression

  • A range of flexible benefits that you can tailor to suit your needs

  • Training and development to help you excel in your career

About us and our teams:

Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.

Deutsche Bank & Diversity

We strive for a culture 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.