Private Solutions Specialist
5 days ago
The Business Management professional will be responsible for:
Liaising with business units within the company and outside entities to support business development and operation
Collaborating with the team to customize private solutions for ultra-high-net-worth clients
Providing professional consulting services to clients, such as residency and citizenship planning and basic taxation consultation
Working closely with business units within the company and external entities to ensure a good experience for clients throughout the service journey
Maintaining existing partnerships while actively developing new partners and expanding business opportunities
Assisting in preparing various business reviews and ad-hoc financial analyses to support senior management decisions
Key Skills and Qualifications
Good understanding of financial knowledge and regulations, including tax systems, legal compliance, investments, asset management, and legacy planning
Data analysis skills with a strong attention to detail
Strong project management skills, be adaptable and able to handle multiple tasks
Excellent interpersonal skills and a drive to learn, be able to work independently and as part of a team
Proficient in MS Office (Excel and PowerPoint)
Excellent communication skills in English and Cantonese
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