Private Wealth Management - Wealth Planning

About the role

Huatai International Financial Holdings Company Limited ("Huatai International" or "the Company"), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group's international arm which plays as a crucial role in the group's internationalization strategy by: a) not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government's policies and commercial intentions); b) actively making use of Huatai Securities' leading position, distribution network and customer base in mainland China; c) integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions. Huatai International operates as a holding company for consolidating all of the group's cross-border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor's has assigned Huatai International a "BBB+" rating (for long term) and "A-2" (for short-term).

Responsibilities

• Architect bespoke offshore wealth structures (trusts, PPLI, foundations) and deliver cross-border tax optimization strategies aligned with multi-generational succession goals.
• Curate and manage a vetted network of external experts-fiduciaries, tax counsel, immigration attorneys-to deliver integrated, end-to-end client solutions.
• Design technical training curricula on complex wealth structures (CFC rules, CRS compliance, pre-IPO planning) and facilitate scenario-based workshops for advisors.
• Orchestrate executive briefings and private roundtables on critical wealth themes to deepen client relationships and demonstrate technical authority.
• Monitor evolving tax treaties, CRS/FATCA developments, and jurisdictional regulatory changes to preemptively adjust client strategies.

Requirements

• 8+ years in private banking, family office advisory, or Big Four wealth/tax consulting, with proven expertise in Greater China cross-border structures.
• Mastery of offshore trust law (BVI, Cayman, Singapore), international tax treaties, and advanced insurance solutions; direct experience with global mobility programs (CBI/RBI) preferred.
• Established relationships with offshore trustees, private client lawyers, and tax advisors across APAC.
• Degree in Finance, Law, or Accounting; TEP, STEP, or CPA/CFA preferred; bilingual in English and Mandarin.
• Exceptional ability to translate complex technical concepts into actionable client strategies; proven project management and presentation skills.

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