Family Office Advisor, Private Banking and Wealth Management Department

Responsibilities:

• Cultivate and maintain long-term relationships with UHNW families and family offices.

• Create and execute strategic plans for client book development to drive asset growth.

• Organize and support client events including seminars and workshops to UHNW families and family offices.

• Work with external professionals (accountants, lawyers) to deliver integrated solutions.

• Provide coaching and industry updates related to family office business to Relationship Mangers.

• Ensure compliance of both general and anti-money laundering and anti-terrorist financing compliance controls in accordance with the Bank or regulatory standards and policies.

Requirements:

• Bachelor's degree or higher, preferably in finance, accounting, taxation or law.

• Minimum of 5 years in tax planning or consulting

• Qualification in ECF is preferred

• Strong foundation in tax or finance, with familiarity in domestic and international tax systems

• Knowledge of wealth management, family office services and wealth planning.

• Ability to understand legal, political, tax and economic factors affecting client situation.

• Proficiency in both written and spoken English, Chinese and Putonghua

• Self-motivated and strong interpersonal skills

• Proficient in PC skills.