- Providing consulting services on global property, family wealth, inheritance, asset protecting and tax planning for high net worth individuals and families.
- Developing internal business processes, communication and coordination with external partners (including investment company, law firms and CPA firms).
- Keeping track of market changes and policy updates, familiar with the laws, regulations and compliance requirements, ensure all the risk under control.
- Helping clients achieve better corporate management, including the use of equity structure, family trust and foundation tools combined with legal and tax requirements.
- Over 8 years' experience in family office, private bank, law firms or trust company.
- Minimum 5 years' experience in serving HNW clients in/ from Mainland China, cross-border experience preferred.
- Strong external and internal communication skills, coordination, and project management capabilities
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Senior Accountant/ Assistant Manager
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Senior Manager
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Senior Manager
发现在: Talent HK C2 - 1天前
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Senior Manager
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Senior Manager/Manager
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Senior Manager
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Wealth Planning, Senior Manager - Hong Kong, 香港 - Unicorn Advisor (HK) Limited
描述
Responsibilities
Requirement:
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