Private Client Advisor
6 days ago
Responsibilities
- Liaise with business units within the company and outside entities to support business development and operation.
- Collaborate with the team to customize private solutions for ultra-high-net-worth clients.
- Provide professional consulting services to clients, such as residency and citizenship planning and basic taxation consultation.
- Work closely with business units within the company and external entities to ensure a good experience for clients throughout the service journey.
- Provide assistance in preparing various business reviews and ad-hoc financial analyses to support senior management decisions.
- Maintain existing partnerships while actively developing new partners and expanding business opportunities.
Requirements
- Hold a bachelor's degree in business, accounting, finance, math, economics, or related fields.
- Have 1 to 5 years of relevant experience, preferably including tax firm, banking and fund operations/administration.
- Have data analysis skills with a strong attention to detail.
- Exhibit strong project management skills, be adaptable and able to handle multiple tasks.
- Have strong interpersonal skills and a drive to learn, be able to work independently and as part of a team.
- Be proficient in MS Office (Excel and PowerPoint).
- Have excellent communication skills in English and Cantonese.
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