- Single Family Office
- Competitive package
About Our Client Our client is one of Hong Kong's prominent families.
Job Description As an Investment Advisory professional, your main responsibilities will include:
Financial & Wealth Advisory
- Assess current financial situations and help set achievable financial goals.
- Conduct risk assessments, budgeting, and cash-flow analysis.
Investment Management
- Oversee portfolio allocation, diversification, and ongoing rebalancing.
- Conduct investment research across equities, bonds, ETFs, mutual funds, and alternative assets.
- Monitor market conditions and adjust strategies accordingly.
Trust, Wealth & Estate Planning
- Work with legal and tax advisors to establish and manage trusts and succession plans.
- Ensure beneficiary designations and structures are aligned with long-term objectives.
- Maintain and update wealth-planning documents as required.
Retirement & Tax Planning
- Develop retirement income strategies and recommend suitable account structures.
- Implement tax-efficient investment and planning strategies in collaboration with tax professionals.
Risk Management & Insurance
- Evaluate insurance needs (life, disability, health, long-term care).
- Recommend appropriate coverage and assist with claims handling.
Other Responsibilities
- Support business portfolio M&A activities.
- Evaluate industrial investment projects, private equity opportunities, and general asset-management matters.
The Successful Applicant A successful Investment Advisory professional should have:
- A strong academic background in finance, economics, or a related field
- CPA / CFA preferred
- 8 - 10 years' experience in Private Banking or Family Offices
- Strong knowledge in tax and cross-border planning.
- Excellent communication skills and the ability to build trusted, confidential relationships
What's on Offer - Competitive salary
- Comprehensive benefits package