AIA Financial Center Shanghai, CN
20 days ago
高级专员,高净值业务部税务专家

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About the Role

1.开发税务相关的知识分享课程
2.在公司开展高净值业务过程中提供税务方面知识普及、分享与解读 (符合公司对内、对外内容发布合法合规性要求)
3.针对国家发布的相关政策,邀请外部第三方权威机构(如知名会计师事务所或律师事务所),基于提供的权威客观的调研报告、操作指南、实际案例等进行解读

岗位职责:1、渠道培训支持(包括营销员,银保等渠道的销售人员及内勤推动人员)基于渠道提出的专业相关培训需求,专家配合渠道要求进行税务的专业知识培训及分享,提升其在专业领域的知识储备与应用能力。2、渠道客户活动(包括营销员,银保等渠道组织的客户活动)为渠道邀约的客户分享在相关税务法规、监管政策及时事热点等方面的专业知识;并对客户在活动中可能提出的相关税务法规,监管政策等问题做出专业解答。3、客户陪访咨询及个案辅导(包括营销员,银保等渠道销售人员及客户)提供税务咨询服务及客户陪访。形式包括电话或面谈 – 在渠道完成 KYC(know your customers)的基础上,配合渠道为其客户给出关于税务法规,监管政策等知识性解答。4、专业素材制作及知识分享发布(用于培训、客户活动、公众号平台)相关税务知识的专业文章、视频/音频、培训课件等材料制作,经审核后发布使用。5、配合和支持团队负责人,参与高净值部相关项目策划和实施。

任职要求:1、硕士及以上学历,财税等相关专业;2、具有TA//EA/CPA/ACCA等相关资格证书;3、具有5年及以上财税相关工作经验和案例,如知名会计师事务所等;4、熟悉国内和热门移民国家的财税相关法律法规;5、具有较强的学习能力和适应能力;6、具有较强的团队合作能力和沟通协调能力;7、具有较强的专题研发能力和演讲能力。

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

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