【家族辦公室, 月薪90K以上】Client Service Officer(財稅/交易相關之ARM)_台北
▌ Responsibilities
Execute the action plans and follow up closely with third parties (eg, CPA, financial institutions, legal counsel and trust companies) to ensure the goals are achieved. Duties include but not limited to
• Provide administrative support and coordinate with
– banks on bank account opening and account maintenance for clients;
– fund houses on fund subscription, KYC review, and redemption for clients;
– professionals (e.g., lawyer and Accountant) on matters related to US/HK/SG tax filing and obtaining advice or opinion for clients;
– trust companies on trust set up, restructuring, and any related to the trust to clients;
– international corporate agents on matters related to company set up and upkeep of corporate matters;
– insurance brokers to provide administrative support to clients;
– with third parties on matters related to Singapore Family Office set up;
– banks on bank account opening and account maintenance for clients;
– fund houses on fund subscription, KYC review, and redemption for clients;
– professionals (e.g., lawyer and Accountant) on matters related to US/HK/SG tax filing and obtaining advice or opinion for clients;
– trust companies on trust set up, restructuring, and any related to the trust to clients;
– international corporate agents on matters related to company set up and upkeep of corporate matters;
– insurance brokers to provide administrative support to clients;
– with third parties on matters related to Singapore Family Office set up;
• Assist in applying for Singapore 13O and 13U tax incentive schemes for clients by working with various third parties;
• Continuously seek and plan to further improve or optimise tax advantage to the benefit of the client overtime;
• Gather and maintain client’s KYC documents to make sure the information is up to date;
• Respond to client’s enquiries in time, communicate with different parties to provide resolutions to client’s requests or queries;
• Review and discuss Private Placement Memorandum and Subscription Agreement internally with various department together with external attorney and fund administrator for matters related to Fund set up in Singapore or Cayman.
▌ Qualifications
• University Degree in Accounting, Finance or Economics.
• 2 – 3 years’ experience within financial industry in the field of client service support.
• Reasonably good understanding of compliance standards particularly those related to money transfers, securities settlement, credit and any other transactional services.
• Good command of oral and written English and Mandarin language required to service Chinese speaking clients to execute client’s instructions.
• Ability to communicate directly to clients and attend to clients’ inquiries.
• Self-motivated, possess good interpersonal skills and service orientated.
• 2 – 3 years’ experience within financial industry in the field of client service support.
• Reasonably good understanding of compliance standards particularly those related to money transfers, securities settlement, credit and any other transactional services.
• Good command of oral and written English and Mandarin language required to service Chinese speaking clients to execute client’s instructions.
• Ability to communicate directly to clients and attend to clients’ inquiries.
• Self-motivated, possess good interpersonal skills and service orientated.
*薪資將依據候選人的工作經驗及具體條件進行綜合評估,最終薪酬將以實際核定結果為準
聯絡人:Gary Cheng
聯絡電話:+886 2 6623 6788
E-mail:gary.cheng@ucatch.com.tw
職務概要
【家族辦公室, 月薪90K以上】Client Service Officer(財稅/交易相關之ARM)_台北
【家族辦公室, 月薪90K以上】Client Service Officer(財稅/交易相關之ARM)_台北
【外商銀行】財富管理數據分析主管(SVP)
地點:台北|薪水:按經驗核定薪資
【外商銀行】消費金融數據分析主管(SVP)
地點:台北|薪水:按經驗核定薪資
【外商銀行】稅務部門主管(VP)
地點:台北|薪水:按經驗核定薪資
優仕得就業服務顧問團隊
服務電話| (02) 6623-6789
聯絡信箱| service@ucatch.com.tw
公司地址|330012桃園市桃園區同德七街12之1號
統一編號|69547568
私立就業服務機構許可證號 桃市就服字 第0014號