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Job Title: Vice-President: Professional and Institutional Client Services (Vancouver) NEW ( ID: C7043 )
Career Category: Business Affairs, Business Development, Consulting, Financial Services, Tax, Trusts
Posted Date: 2020-10-11
Location: Downtown Vancouver
Description:  
A unique quasi-legal position for a (bilingual - Mandarin-Speaking) Banking/Financial Services/Tax Lawyer with strong BD and Marketing experience and acumen, looking for a unique and exciting non-traditional opportunity with great upside and growth!


Job Description:

Our client, a leading global corporate, fiduciary and trust administrator is seeking a Vice-President: Professional and Institutional Client Services to head up their Vancouver office.

The successful candidate will be responsible for establishing and maintaining client relationships with law and accounting firms as well as financial institutions, on behalf of the organization.

The target market comprises those professional and institutional firms who cater to the tax, asset protection and estate planning needs of Asia-based individuals and families.

Based in Vancouver, the geographical focus will be local as US West Coast cities (eg. Los Angeles, San Francisco) where local professional firms and institutions also cater to an Asian Client base.

The successful Candidate will be required to become thoroughly familiar with the range of corporate, fiduciary and fund services the organization offers in the more than 20 jurisdictions in which it maintains offices.


Within that range fiduciary services will be given priority in the context of client maintenance and development.

Responsibilities:

- Oversight and management of the company’s Vancouver representative office
- Marketing and selling of the Group’s services
- Consulting with and reporting to the Group’s International - Marketing Director regarding the activities of the Vancouver office
- Supervising marketing visits of Group personnel to Vancouver and other West Coast cities
- Travel to Group offices (when possible) for training and as required by Group offices and client situations

Requirements:

Qualifications:



The successful candidate must have a:

- legal (or accounting) background with a
minimum of 5 years of banking, financial services, trust/estate law and/or accounting firm work experience.
- Fluency in Mandarin is REQUIRED

The individual must be a 'self-starter' with the confidence, skills and ability to work with limited supervision, plus possess excellent inter-personal skills, specifically, the ability to:

- Be familiar with the legal and regulatory regimes in the company’s various jurisdictions
- Be knowledgeable about the FATCA and CRS exchange of information regimes
- Be familiar with Canadian and US taxation rules applicable to foreigners and inbound investors
- Discuss legal and regulatory topics on a professional level with other professionals; effectively explain the services offered by the company in the context of the needs of a professional or institutional intermediary’s clients
- Collaborate closely with the organizations colleagues worldwide
- Speak at industry conferences


A truly unique opportunity for a business-minded, entrepreneurial Mandarin speaking lawyer.



We thank you for your interest but only those selected for interview will be contacted.

        

 

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