Private Wealth Management - Overseas Insurance Product Specialist

Huatai International Financial Holdings Company Limited

Unknown
Hybrid
Cross-border tax-efficient solutions
Complex risk mitigation structures
Hybrid insurance product design
Huatai International is the international arm of Huatai Securities, providing offshore capital market services and cross-border financial solutions aligned with mainland China policies

Job Summary

  • Huatai International is the international arm of Huatai Securities, providing offshore capital market services and cross-border financial solutions aligned with mainland China policies.
  • The role involves advising frontline advisors on complex insurance and tax-efficient structures, designing innovative hybrid insurance products, and developing training for advisors.
  • The specialist will analyze regional trends, negotiate co-investment terms with offshore insurers, collaborate with compliance teams, and support client engagements and roadshows.

Matching Summary

Huatai International is the international arm of Huatai Securities, providing offshore capital market services and cross-border financial solutions aligned with mainland China policies.

Skills & Requirements

Must-have

  • cross-border tax-efficient solutions
  • complex risk mitigation structures
  • hybrid insurance product design
  • scenario-based training development
  • regional market trend analysis
  • negotiation with offshore insurers
  • collaboration with compliance teams

Nice-to-have

  • knowledge of Hong Kong MPF reforms
  • understanding Singapore ILAS updates
  • experience with offshore trust structures
  • support for client portfolio reviews
  • frequent travel to Mainland China and Singapore

Key Requirements

  • Degree holder in any discipline
  • Advanced qualifications in insurance, finance or law preferred
  • Certifications such as CFP or RFP preferred
  • Deep knowledge of Hong Kong MPF and Singapore ILAS
  • Willingness to travel frequently to Mainland China and Singapore

Work Rights

Not specified

Tailored Resume

Cover Letter