個金_私人銀行規劃人員 (家族辦公室/稅務)

CTBC Holding

Taipei, Taiwan
Base: not specified; bonus/equity: not specified; ...
Private banking client management
Tax law updates and compilation
Family office case management
Assist Private Banking Relationship Managers (RM) in managing family office cases

Job Summary

  • Assist Private Banking Relationship Managers (RM) in managing family office cases.
  • Update and compile tax law information.
  • Provide training to Private Banking Relationship Managers (RM) on family office or tax matters.

Matching Summary

Assist Private Banking Relationship Managers (RM) in managing family office cases.

Salary

Base: Not specified; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Private banking client management
  • Tax law updates and compilation
  • Family office case management

Nice-to-have

  • Financial planning experience
  • Accounting firm tax experience

Key Requirements

  • 5+ years of work experience
  • Master's or Bachelor's degree
  • Finance, Tax, or Accounting related major
  • CFP or CPA certification

Work Rights

Not specified

Tailored Resume

Cover Letter