Wealth Planning, Senior Manager (Multi-family Office)

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.

• 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