Single Family Office - Investment Advisor/ Gatekeeper

Posted 21 days ago Permanent Competitive

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

Job ID JN-022026-6937910

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ABOUT COMPANY

Michael Page Hong Kong

Hong Kong

HR & Recruitment

Since our start as a two-man operation in London in 1976, Michael Page has grown and expanded globally. Now, after more than 40 years in the recruitme...

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