工作職責:
協助客戶設立及管理家族信托,確保財富傳承及稅務優化。
提供信托相關法律及財務諮詢,協助客戶制定財富傳承計劃。
與律師、會計師等專業人士合作,確保信托結構合法合規。
要求:
法律、金融或相關領域學士學位。
熟悉信托法規及相關稅務政策。
優秀的溝通能力及團隊合作精神。
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