Family Office Consultant

Job 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, U.S., Canada, Australia, Singapore, etc.;
• Provide tax/legal advice to HNWI clients on individual income 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, companies, 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 and government 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 income tax regulations in China. Extensive knowledge of major countries/regions individual income tax regulations, i.e. Hong Kong SAR, U.S., Canada, Australia, Singapore etc..
• Comprehensive knowledge of tax planning for HNWI in the context of international taxation environment.
• Comprehensive knowledge of trust, family office and offshore structures.
• Solid experience and knowledge in investment is an advantage.