Wealth & Tax Planning Consultant, Private Wealth (Mandarin/Cantonese)
Core
Provides specialized wealth and tax planning advice to High Net Worth and Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives.
Role type
Senior IC wealth and tax planning consultant
Builds
Comprehensive planning solutions encompassing tax, financial, retirement, estate, succession, philanthropic and trust planning strategies
Domain
Private banking / Wealth management / Tax law
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Advanced tax planning, wealth accumulation strategies, retirement planning, income distribution, wealth transfer, trust planning, estate planning, succession planning, financial analysis, regulatory compliance, client relationship management, consultative sales, network development
Preferred skills
CPA/CA designation, Mandarin/Cantonese language skills, experience with HNW/UHNW clients, business growth track record
Technologies
Financial analysis tools, tax legislation databases, client management systems
Responsibilities
Provide advanced tax planning advice for individuals, families, trusts, holding companies and owner-managed businesses; Identify tax-efficient strategies related to wealth accumulation, retirement, income distribution and wealth transfer; Collaborate with clients' external tax advisors, accountants and legal professionals on complex planning matters; Monitor changes in tax legislation and assess potential impacts on HNW/UHNW clients; Develop planning concepts and strategies to help clients minimize taxes and optimize after-tax outcomes; Facilitate goals-based discovery process directly with clients; Lead/participate in the development/presentation of educational programs in specialized planning; Develop/maintain internal and external networks and referral sources
Seniority
Senior, hands-on IC