Estate Planning - Trust & Tax Advisor (Sr Mgr to AD, Top Listed Insurer Corp Staff)

  • up to HKD1.5 mio p.a. plus attractive bonus
  • Hong Kong Hong Kong Hong Kong HK
  • Festanstellung, Vollzeit
  • Cornerstone Global Partners
  • 17 Aug 18 2018-08-17

trust, tax and estate planning

Your New Role:

  • Provide on-the-ground support to sales teams and intermediaries regarding trust, tax and estate planning enquiries
  • Support client meetings and advise on trust related matters with the aim of acquiring new businesses for the High Net Worth segment
  • Coordinate with internal or external trustees, tax & legal consultants and other vendors to deliver related services and responds to client service requests
  • Develop and provide related training, sharing sessions and communication materials to sales teams
  • Provide thought leadership and insights to future proposition development and support related projects
  • Ensure strict adherence to internal compliance/governance guidelines and market regulations


  • University graduate or equivalent with minimum 8 years of experience working in wealth advisory for high net worth segment
  • Strong knowledge and expertise in trust, tax and estate planning
  • Sound understanding on trust law, the HK Trustee Ordinance, tax regime of key countries, and other applicable laws and regulations
  • Experience in using insurance products as planning tools
  • Possession of, or perusing related professional qualifications (e.g. STEP)
  • Customer service focus with excellent communication skills and interpersonal skill
  • Fluency in English, Cantonese and Putonghua