高净值客户顾问

Job Responsibilities • Gain deep insight into the needs and pain points of mainland China High Net Worth (HNW) individuals and provide targeted professional support to drive the company’s insurance business development. • Act as a subject matter expert and speaker to deliver professional seminars, training programs, and industry knowledge-sharing sessions to internal and external stakeholders. Job Requirements • Bachelor's degree or above with solid academic and professional background in taxation or law, relevant professional qualifications or certifications. • At least 8 years related experience, preferably in insurance/banking/finance industry etc. • Strong understanding of the Hong Kong insurance market and interest in the insurance industry. • Extensive knowledge of and practical experience with overseas trust structures. • Proven in-depth understanding of the financial, taxation, and legal needs of Mainland China High Net Worth individuals. • Familiarity with overseas taxation or legal systems and related client advisory requirements.

职位描述