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Wealth Planning, Senior Manager (Multi-family Office)

Unicorn Advisor (HK) Limited Hong Kong
Posted 4 days ago Permanent Competitive
M
Posted by
Miranda Yao
Recruiter
A multi-family office is looking for a senior wealth planning manager in Hong Kong.

 

Responsibilities

  • 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.

Requirement:

  • 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
Job ID  04182024
ABOUT COMPANY
Hong Kong
HR & Recruitment
Unicorn Advisor’s business in Asia began in 2016 as a specialist Financial Markets / Investment Banking/ Information Technology Executive Search firm,...
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