Family Office Consultant - Wealth Management Department

Responsibilities

• Support Relationship Managers in providing family office related service to high net-worth individuals and contribute to customer retention and growth;
• Advise clients in the context of an international taxation / legal environment spanning across mainland China, Hong Kong SAR, , Canada, Australia, Singapore, etc.;
• Provide tax / legal advice to HNWI clients on individual ie tax planning, wealth transfer planning (onshore trust, offshore trust, insurance), residence and immigration planning, estate and gift tax, estate planning, entity structuring;
• Identify and assess client needs, offering insights regarding the use of trusts, , family office,panies, partnerships, insurance and other tools from tax and legal perspective;
• Collaborate closely with sales teams on managing a portfolio of clients, and provide after-sale consulting;
• Coordinate with external parties including corporate service providers, accounting firms andernment agencies;
• Research, writing and consulting on various international tax matters.

Job Requirements :