Job Description

About Us:
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).

• Advise frontline advisors on complex risk mitigation structures (e.g., whole life policies, annuities) and cross-border tax-efficient solutions.

• Design hybrid insurance products integrating life settlements, trusts, and asset protection mechanisms.

• Develop scenario-based training modules for advisors, covering case studies from Hong Kong’s premium life market and Singapore’s family office trends.

• Create dynamic pricing matrices and ROI calculators for high-value proposals.

• Analyze regional trends (e.g., HK’s MPF reforms, Singapore’s ILAS updates) and identify cross-border opportunities.

• Negotiate co-investment terms with offshore insurers for large-ticket client portfolios.

• Collaborate with compliance teams on regulatory filings for Greater China.

• Support quarterly roadshows and client portfolio reviews in key markets.

Qualification:

• Degree holder in any discipline; advanced qualifications in insurance, finance or law preferred.

• Deep knowledge of Hong Kong’s MPF, Singapore’s ILAS, and offshore trust structures.

• Certifications: CFP, RFP, or equivalent (preferred).

• Willingness to travel frequently to Mainland China and Singapore to support client engagements and regulatory compliance.