Huatai International Financial Holdings Company Limited
Offshore trust law expertise
Cross-border tax optimization strategies
Greater china market knowledge
The role involves architecting bespoke offshore wealth structures including trusts, PPLI, and foundations to support multi-generational succession goals
Job Summary
The role involves architecting bespoke offshore wealth structures including trusts, PPLI, and foundations to support multi-generational succession goals.
Candidates will manage a vetted network of external experts such as fiduciaries, tax counsel, and immigration attorneys to deliver integrated client solutions.
The position requires monitoring evolving tax treaties and regulatory changes like CRS/FATCA to preemptively adjust client strategies.
Matching Summary
The role involves architecting bespoke offshore wealth structures including trusts, PPLI, and foundations to support multi-generational succession goals.
Skills & Requirements
Must-have
Offshore trust law expertise
Cross-border tax optimization strategies
Greater China market knowledge
International tax treaty mastery
Global mobility program experience
Nice-to-have
Bilingual English and Mandarin skills
STEP or TEP certification preferred
Strong executive presentation abilities
Experience with CBI/RBI programs
Proven project management skills
Key Requirements
8+ years in private banking or family office advisory
Degree in Finance, Law, or Accounting
TEP, STEP, CPA, or CFA certification preferred
Direct experience with Greater China cross-border structures