Private Wealth Management - Product Specialist, Tax Consultant

Hong Kong, Hong Kong
Last update 2024-06-15
Expires 2024-07-15
ID #2189481670
Private Wealth Management - Product Specialist, Tax Consultant
Hong Kong, Hong Kong,
Modified June 11, 2024


Job Description Support Relationship Managers in providing tax consulting service to high net-worth individuals and contribute to customer retention and growth; Advise clients in the context of an international taxation environment spanning across mainland China, Hong Kong SAR, U.

S., Canada, Australia, Singapore, etc.; Identify and assess client needs, offering insights regarding the use of trusts, companies, partnerships, insurance and other tools from a tax perspective; Provide individual tax planning for cross-border movement of senior executives, address foreign national / expatriate issues, lead multiple-country tax analyses; Collaborate closely with sales teams on managing a portfolio of clients, and provide after-sale consulting; Job Requirements Degree holder in Business, Accounting, Finance or related disciplines.

MBA degree holder is an advantage.

Minimum 5 years of experience in tax department of leading accounting firms.

Solid experience in private banking industry is an advantage.

Profound knowledge of individual income tax regulations in China.

Extensive knowledge of major countries/regions’ individual income tax regulations, i.e.

Hong Kong SAR, U.

S., Canada, Australia, Singapore etc..  Comprehensive knowledge of tax planning for HNWI in the context of international taxation environment.

Fluent in spoken Mandarin and English.

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Private wealth management - product specialist, tax consultant

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