Duties include:
1. Provide a one-stop financial service for high net worth families
- Execute a full cycle asset management strategy, customize the configuration of investment portfolios
- Responsible for trust structure design and execution, providing legal and compliance consulting
- Regularly review customer financial goal progress
2. Customer relationship maintenance
- Establish a VIP customer service system and develop a tiered maintenance plan
- Organize financial theme salon and asset inheritance lectures
- Collaborate with professional institutions to provide tax planning and other value-added services
3. Business expansion support
- Collaborate with the product department to develop and innovate financial tools
- Maintain CRM system customer data assets
- Complete quarterly business analysis reports
▍Job Requirements
◆ Basic conditions
- College degree or above (fresh graduates can apply)
- Priority will be given to those with 1 year of financial services experience
◆ Professional skills
- Cantonese mother tongue level communication skills
- English/Mandarin above second grade
- WPS/Office office suite operation certification
◆ Core qualities
- Holding a securities/fund industry qualification certificate
- Have basic financial statement analysis skills
- Familiar with the operation of the intelligent investment advisory system
▍Salary and benefits system
Basic security
√ Five-day work schedule + full pay for bank holidays
√ Holiday bonus + performance bonus (2-4 months per year)
√ Cross-border commuting shuttle
Development support
» Quarterly overseas study plan (Singapore/Switzerland)
» Dual-track promotion mechanism (professional / management sequence)
» Fintech digitalization work platform
Humanitarian concern
Annual physical examination + mental health counseling
Family Open Day + Children's Education Fund
Customized career development roadmap
Corporate social responsibility project participation
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