Financial Manager

保德福·Financial Services

HK work permit required
No experience limit
Bachelor
8.5 hrs/day, 5 days/wk, Hybrid / WFH
HK $25K-35K/Month
Job Highlights
專業培訓及持續教育機會
彈性工作時間及遠程工作選項
競爭力的薪資和績效獎金
Job benefits
5-day week
Job Description
Job Responsibilities
  • According to customer needs, provide professional immigration and study abroad consulting and solutions, design personalized service plans.
  • Assist customers with Hong Kong's high talent pass, outstanding talent plan, specialized talent plan, and other related visa and application procedures.
  • Provide Hong Kong education and university admission planning advice, and support Hong Kong company registration, bank account opening, etc. One-stop consulting services.
  • Continuously follow up on customer status, maintain long-term customer relationships, and enhance customer satisfaction and loyalty.

Work requirements
  • Applicants with a college degree or above, majoring in finance, business, law or related fields are preferred.
  • No work experience required, those with financial, consulting, immigration services or cross-border affairs experience are preferred, fresh graduates, newcomers to Hong Kong and overseas returnees are welcome to apply.
  • Have good communication skills and interpersonal interaction skills, be able to effectively understand customer needs and build trust relationships.
  • Have basic market analysis skills, and be able to propose suitable solutions to different customer groups.
  • Value teamwork, sense of responsibility and proactivity, and the ability to maintain high performance under pressure.
  • Preference will be given to those with good Chinese and English writing and communication skills, and those who understand Mandarin or other languages will be given additional points.

Benefits
  • Full employee MPF compulsory provident fund plan
  • Visa renewal support
  • Professional training and continuous education opportunities
  • Flexible work hours and remote work options
  • Competitive salary and performance bonuses
  • Abundant overseas conference and travel opportunities
  • Excellent office location and environment
View more
Treasury Operations
Communication Skills
English
Mandarin
Cantonese
James Yao
Baodingfu·manager
Company Overview
我們是一家專注於服務超高淨值個人與家族的專業家族辦公室。我們深諳財富的深遠意義,不僅在於資產的增值,更在於穩健的守護與智慧的傳承。 我們的核心使命,是成為客戶最信賴的夥伴,透過量身定制的全方位投資策略與財富管理方案,助力其實現財富的長期保值、增值與跨代傳承目標。
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