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Family Office Consultant - Wealth Management Department

Family Office Consultant - Wealth Management Department

CMB International Capital Corporation LimitedHong Kong
10 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

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