Description

• Single Family Office
• Competitive package

About Our Client

Our client is one of Hong Kong's prominent families.

Job Description

As an Investment Advisory professional, your main responsibilities will include:

Financial & Wealth Advisory

• Assess current financial situations and help set achievable financial goals.
• Conduct risk assessments, budgeting, and cash-flow analysis.

Investment Management

• Oversee portfolio allocation, diversification, and ongoing rebalancing.
• Conduct investment research across equities, bonds, ETFs, mutual funds, and alternative assets.
• Monitor market conditions and adjust strategies accordingly.

Trust, Wealth & Estate Planning

• Work with legal and tax advisors to establish and manage trusts and succession plans.
• Ensure beneficiary designations and structures are aligned with long-term objectives.
• Maintain and update wealth-planning documents as required.

Retirement & Tax Planning

• Develop retirement income strategies and recommend suitable account structures.
• Implement tax-efficient investment and planning strategies in collaboration with tax professionals.

Risk Management & Insurance

• Evaluate insurance needs (life, disability, health, long-term care).
• Recommend appropriate coverage and assist with claims handling.

Other Responsibilities

• Support business portfolio M&A activities.
• Evaluate industrial investment projects, private equity opportunities, and general asset-management matters.

The Successful Applicant

A successful Investment Advisory professional should have:

• A strong academic background in finance, economics, or a related field
• CPA / CFA preferred
• 8 - 10 years' experience in Private Banking or Family Offices
• Strong knowledge in tax and cross-border planning.
• Excellent communication skills and the ability to build trusted, confidential relationships

What's on Offer

• Competitive salary
• Comprehensive benefits package