Cross-border wealth planning

<div> Job Responsibilities<br> <ul> <li>Specially designed for high net worth clients, providing customized cross-border wealth planning services, covering large-scale asset allocation, multi-currency investment portfolio design, cross-border asset inheritance, family tax optimization and cross-border trust structure construction, etc. core areas.</li> <li>In-depth analysis of the financial needs of customers in cross-border life, work and long-term development, combined with their identity background and asset situation, to formulate a comprehensive and compliant wealth management plan.</li> <li>Assist high net worth clients in handling cross-border tax planning, overseas asset declaration, CRS response strategy and related legal and compliance matters, thereby enhancing asset transparency and security.</li> <li>Systematically review and verify the required materials for your own identity renewal to ensure that you continue to meet the Hong Kong entry policy requirements.</li> <li>Participate in high-end customer salons, closed-door consultation meetings, etc. activities, establish professional image and deepen customer trust relationships.</li> </ul> </div> <div> Work requirements<br> <ul> <li>Applicants must hold a Hong Kong high talent, outstanding talent or IANG visa, permanent residency, and legal residency and work qualifications.</li> <li>Bachelor's degree or above, finance, economics, accounting, law and other related professional qualifications are preferred.</li> <li>Must hold a valid Hong Kong Securities and Futures Commission (SFC) license for IA (Independent Advisor) in categories 1, 3 and 4, or have an insurance license, with valid qualifications that can be checked.</li> <li>Have practical experience in serving high net worth clients (investable assets ≥ $10 million), familiar with their wealth structure, risk preferences and long-term planning needs.</li> <li>Have excellent communication skills, logical thinking and design ability, and be able to independently complete customer requirement diagnosis and comprehensive solution output.</li> <li>Strong self-motivation, goal-oriented, and able to adapt to high-stress, high-challenge work environments.</li> </ul> </div> <div> Benefits<br> <ul> <li></li> <li>Provide dual social security protection (mainland China and Hong Kong).</li> <li>Enjoy 15 days or more of annual leave, depending on your rank and years of service.</li> <li>Regularly participate in high-net-worth client service skills, cross-border tax practicality, family office operations, etc. Specialized training to enhance professional competitiveness.</li> </ul> </div>