個金_私人銀行經營規劃人員

CTBC Holding

Taipei, Taiwan
Base: 面議; bonus/equity: not specified; benefits: n...
8 years of work experience
Family office services
Wealth transfer tax information
The role involves providing family office services to private banking clients

Job Summary

  • The role involves providing family office services to private banking clients.
  • You will update and consolidate information related to wealth transfer and tax regulations.
  • The position requires significant experience in accounting and tax advisory services.

Matching Summary

The role involves providing family office services to private banking clients.

Salary

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

Skills & Requirements

Must-have

  • 8 years of work experience
  • family office services
  • wealth transfer tax information

Nice-to-have

  • training and education support
  • client relationship management

Key Requirements

  • Master's degree or higher
  • CFP or CPA certification
  • 10 years of experience in tax consulting

Work Rights

Not specified

Tailored Resume

Cover Letter