Family office partnership

簡便投資移民·General Business Services

Replied today

Part Time

HK work visa available

No experience limit

No degree required

More than 8 hours/day, Working day negotiable, Hybrid,On-site Service,On-site

HK $30K-60K/Month

Job Highlights

Generous salary, flexible and year-end bonuses

Flexible working hours

Job benefits

Year-end bonus

Job Description

Job Responsibilities

Integrate the resources of front-line insurance personnel, accounting firms, law firms, banks and other financial and professional service institutions to provide high-net-worth customers with one-stop wealth management solutions.
Lead customer relationship building and maintenance, provide professional advice on family wealth inheritance, asset allocation, tax planning, trust structure design, etc.
Coordinate cross-domain expert teams, push project execution and follow-up, and ensure service quality and customer satisfaction.
Participate in the development strategy of the family office, and assist in establishing standard operating procedures and risk control mechanisms.

Work requirements

Background in insurance, accounting, law, private banking or wealth management, those who have led a team or independently developed high net worth clients are preferred.
Have excellent communication and coordination skills, business insight and self-motivation, and be able to effectively push cooperative projects to the ground.
Those with relevant professional qualifications (such as CFP, CPA, CFA, lawyer's license, etc.) are especially recommended.

Wealth Management

Cantonese

English

Mandarin