Senior Trust Advisor (Family Trust)

Posted 27 June 2024
Salary HKD70000 - HKD80000 per month
LocationHong Kong
Job type Permanent
Discipline Financial ServicesInsurance & Insuretech
ContactAlvin Tang

Job description

Company Description

Our client is an international brokerage with an expansion in Hong Kong. They are hiring a senior trust advisor to support their business and growth along with the organization. Strong knowledge of HK and overseas family trust structure; and taxation knowledge in wealth planning management are needed.  Fluent in English, and Mandarin are important. Interested parties are welcome to apply.  

  • You will be acting as the trust products expert to advise family trust solutions to Hong Kong, Singapore, and offshore markets.
  • To work closely with sales team for wealth planning solution advisory.
  • To address HNW individuals and their wealth management needs.
  • Degree holder in business-related disciplines
  • At least 8 years of experience in family trust advisory.
  • Strong knowledge in trust structures, and family office arrangement; tax implication and offshore jurisdiction.
  • In the HNW market familiarity with HNW insurance would be beneficial.
  • Solid compliance knowledge and regulatory practice.
  • Fluent in Mandarin, English, Cantonese.
Interested party, please APPLY NOW with your updated CV or email or reach 66297567 for a confidential discussion.