Job Responsibilities:
· Attend client meetings to explain trust concept, structure and relevant tax impacts and to have a good understanding of clients’ situation and concern;
Attend client meetings, explain trust concepts, structures and tax implications to clients, and gain a deep understanding of their specific situations and core needs;
· Be responsible for creating customized proposals for clients based on the understanding of their background and needs.
Based on a comprehensive understanding of the customer's background and needs, responsible for formulating personalized solutions. Responsible for the establishment and annual management services of offshore trusts (including Hong Kong, the Cayman Islands, Jersey Island, etc. Trusts)
· Be responsible for the establishment and annual management services of offshore trusts (including Hong Kong, Cayman and Jersey trusts etc.).
Responsible for the establishment and annual management services of offshore trusts (including Hong Kong, the Cayman Islands, Jersey Island, etc. Trusts)
· Provide trust training to internal family advisors/consultants to enhance the efficiency of trust service for clients.
Provide trust training to internal family consultants/guards to improve client trust service efficiency.
· Actively carry out coordination with relevant teams, including in-house tax consultants, lawyers and family consultants to deliver customized services to clients.
Actively coordinate with the company's internal tax consultants, lawyers and family service team to provide customized services to customers.
· Work with external lawyers and accountants to construct customized trust structure for clients.
Working with external lawyers and accountants, we tailor-make trust structures for our clients.
· Assist in analyzing market changes and customer needs in the market, and put forward effective suggestions to promote the realization of the company's overall strategy.
Assist in analyzing market dynamics and customer needs, propose effective recommendations to drive the company's overall strategy into action.
· Assist in certain family trust business projects to grow the overall family trust businesses.
Participate in specific family trust business projects and help expand the overall family trust business.
Requirements:
· A bachelor's degree or above in accounting, law, finance or business from a prestigious university, with more than 5 years of trust management experience.
· Be familiar with the entire process of set up and maintenance of family trusts, and have a deep understanding of tax, legal and investment knowledge related to family trusts.
Familiar with the establishment and maintenance of family trusts, with deep reserves of tax, legal and investment knowledge.
· Good written and spoken English and Chinese, fluent in Mandarin Chinese.
Fluent in Chinese and English, and familiar with Mandarin.
· Have a service awareness, team spirit and a sense of responsibility, and possess strong stress resistance and communication skills.
Have service awareness, team spirit and sense of responsibility, strong stress resistance and communication skills.
· Good computer literacy and tax/legal research skill.
Have good computer operations and tax law research abilities.
· Strong focus with high attention to detail.
High work concentration, attention to detail processing.
· Qualifications such as STEP, company secretary or CPA are desirable.
Applicants with STEP certificate, company secretary or registered accountant qualifications are preferred.
· Experience in law firms or accounting firms with private wealth focus is a plus.
Applicants with private wealth management experience from law firms or accounting firms are preferred.
