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Family Office Consultant - Wealth Management Department

CMB International Capital Corporation LimitedHong Kong

16 days ago

Job description

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 :

Degree holder in Business, Accounting, Finance or related disciplines. MBA degree holder is an advantage.

Minimum 10 years of experience, with 5 years of experience in law firms, accounting firms or family offices. Solid experience in private banking industry is an advantage.

Profound knowledge of individual ie tax regulations in China. Extensive knowledge of major countries / regions’ individual ie tax regulations, Hong Kong SAR, , Canada, Australia, Singapore etc..

Solid experience and knowledge in investment is an advantage.

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Wealth Wealth Wealth • Hong Kong