Family Office Management Office 30K-45K Welcome high talent and recent graduates to apply

Updated within 3 months
Work visa required
No experience limit
Diploma of Secondary School
9.0 hrs/day, 5 days/wk
HK $30K-45K/Month
Job Highlights
五天工作制+全薪銀行假
團體醫療保險+MPF供款
持有證券/基金從業資格證
Job Description
<p>▍Job Responsibilities<br>1. Provide a one-stop financial service for high net worth families<br>- Execute a full cycle asset management strategy, customize the configuration of investment portfolios<br>- Responsible for trust structure design and execution, providing legal and compliance consulting<br>- Regularly review customer financial goal progress<br><br>2. Customer relationship maintenance<br>- Establish a VIP customer service system and develop a tiered maintenance plan<br>- Organize financial theme salon and asset inheritance lectures<br>- Collaborate with professional institutions to provide tax planning and other value-added services<br><br>3. Business expansion support<br>- Collaborate with the product department to develop and innovate financial tools<br>- Maintain CRM system customer data assets<br>- Complete quarterly business analysis reports<br><br>▍Job Requirements<br>◆ Basic conditions<br>- College degree or above (fresh graduates can apply)<br><br>- Priority will be given to those with 1 year of financial services experience<br><br>◆ Professional skills<br>- Cantonese mother tongue level communication skills<br>- English/Mandarin above level 2<br>- WPS/Office office suite operation certification<br><br>◆ Core qualities<br>- Holding a securities/fund industry qualification certificate<br>- Have basic financial statement analysis skills<br>- Familiar with the operation of the intelligent investment advisory system<br><br>▍Salary and benefits system<br>Basic security<br>√ Five-day work schedule + full pay for bank holidays<br>√ Group medical insurance+MPF contribution<br>√ Holiday bonus + performance bonus (2-4 months per year)<br>√ Cross-border commuting shuttle<br><br>Development support<br>» Professional qualification allowance (CCFP/CFA, etc.)<br>» Quarterly overseas study plan (Singapore/Switzerland)<br>» Dual-track promotion mechanism (professional / management sequence)<br>» Fintech digitalization work platform<br><br>Humanitarian concern<br>Annual physical examination + mental health counseling<br>Family Open Day + Children's Education Fund<br>Customized career development roadmap<br>Corporate social responsibility project participation</p>
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時間管理及組織能力
基本電腦操作
English
Mandarin
Cantonese
Lily Wong
Master Pro·HR Manager
Active within 3 days
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