Provide tailor-made life planning services to high net worth clients, covering financial goal setting, retirement planning, education fund preparation, asset inheritance arrangement, etc. long-term life blueprint design
Lead investment and financial planning consulting work, based on the client's risk preference, life cycle stage and financial situation, formulate and continuously optimize a diversified asset allocation strategy, covering stocks, bonds, funds, insurance and alternative investments Product portfolio
Provide professional tax consultation and planning advice, assist customers in legal tax avoidance, including personal income tax, capital gains tax, cross-border tax arrangements and optimization of the tax structure for business owners
Integrate high-end medical resources and arrange for customers and their families to undergo top-notch medical screening, specialist consultation, overseas medical referral, emergency medical support, and health management services within a global scope
Assume the role of group manager, leading a professional team of 3 to 5 people (including financial advisors, tax specialists, and medical coordination specialists), responsible for daily task allocation, service quality supervision, cross-domain collaboration and coordination, and customer service standard implementation
Work requirements
Have a bachelor's degree or above in finance, accounting, law or medical management; those with CFM (Certified Financial Planner), CPA (Certified Public Accountant), CTP (Certified Tax Planner), CFA Level II or equivalent professional qualifications are preferred
With more than 5 years of comprehensive wealth planning experience for high net worth clients, familiar with Hong Kong and Greater China tax systems, insurance supervision policies and cross-border medical service systems
Have excellent cross-domain integration ability, effectively coordinate investment, taxation, insurance, medical and other multiple professional resources, and clearly explain complex solutions in customer language
Have team management experience, demonstrate mature leadership, sense of responsibility and service-oriented thinking, and be able to drive the team to achieve both customer satisfaction and business objectives
Company background and advantages
As a member of Chow Tai Fook Enterprises, we inherit a deep financial background and leverage the group's diverse businesses (such as hotels, healthcare, retail, etc.) to provide exclusive experiences.
Financial stability: As of June 30, 2024, the company's solvency ratio reached 337%, far exceeding regulatory requirements.
Ecosystem and customer value
"Chow Tai Fook Life Circle": Combining jewelry, hotels, restaurants, and education businesses under the Cheng family, it provides membership privileges to policyholders.
Comprehensive planning: Not only focusing on wealth, but also paying attention to "life, growth, and health" for comprehensive protection.
