家庭办公室管理经理 30K-45K Welcome high talents and recent graduates to apply

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