Hong Kong Job Openings

Unicorn Advisor (HK) Limited

PWM trust and tax planner (family office)

FULL TIME

September 23, 2024

My client is looking for PWM overseas family trust and tax planner - Will be reporting to head of product

Job Responsibilities:
1. In charge of the marketing management business of domestic trusts referred by domestic and international financial management, and the establishment and ongoing management services of overseas family trusts;
2. Provide overseas family trust establishment and subsequent ongoing management services for self-developed customers;
3. Provide overseas company registration and maintenance secretarial services for customers;
4. According to the goals set by the department, plan the annual business promotion plan for the team under your jurisdiction, and be responsible for the team's performance and other goals.

Qualifications
1. Bachelor's degree or above from a prestigious university, more than 7 years of experience in trust management
2. Familiar with all aspects of the trust business process, with the professional ability to independently undertake family trust projects, and professional knowledge of legal basis, risk management, financial and tax planning, investment and financial management related to family trusts
3. Have rich experience in financial asset allocation, familiar with various financial product knowledge, and priority will be given to those with family office experience
5. Fluent in Mandarin is a MUST

ABOUT COMPANY

Unicorn Advisor (HK) Limited

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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