Director, Advanced Planning (Tax and Estate Planning)
Core
Provide advanced tax and estate planning solution advice to high net worth clients through financial advisors and educate internal/external audiences on tax-efficient products.
Role type
Director, Advanced Planning (Tax and Estate Planning)
Builds
Tax-efficient insurance solutions and financial planning concepts for high net worth clients
Domain
Financial Services / Wealth Management / Tax & Estate Planning
Deliverable
client delivery
Required skills
Personal and corporate tax planning, Estate and succession planning, High net worth market experience, Presentation and training facilitation, Bilingual Mandarin, CA/CPA/LL.B/FCIA designation
Preferred skills
CICA In-depth Tax Program completion, Case research and illustration, Industry profile building
Technologies
PowerPoint
Responsibilities
Deliver tax presentations to large audiences, Consult with High Net Worth Clients and allied professionals, Develop relationships with distribution channels, Create consumer and advisor reference materials, Deliver training workshops and client seminars, Keep current on tax and estate planning issues
Seniority
Director, strategic & hands-on IC
