境外理财策划顾问

Posted 3 months ago
Hong Kong SAR
No experience limit
Bachelor
9.0 hrs/day, 5 days/wk
Salary negotiable
Job benefits
5-day week
Year-end bonus
Job Description
**Hong Kong Family Office Consultant**<br><br>**Job Responsibilities**<br>Provide comprehensive wealth management services to high net worth clients, covering identity renewal, risk management, wealth planning and inheritance, offshore trust consultation and establishment, identity planning, retirement planning and inheritance planning, etc. Work with customer needs as the core, provide customized solutions, and help customers achieve asset preservation and appreciation and family inheritance goals. <br><br>The team mainly targets the Mainland Chinese market, with members from high-talent, high-quality, and IANG backgrounds, who share a strong sense of identity and empathy, allowing them to deeply understand customer needs and provide practical support. The team has established mature working methods and support systems to help members quickly get up to speed, enhance their professional skills and customer service efficiency. <br><br>**Work requirements**<br>Welcome partners with IANG, Talent Pass, Talent Pass, Dependents or Permanent Residency to join. Applicants should have a clear sense of purpose, strong execution ability, strong sense of career, and excellent customer service awareness. Those who like to write content and share it on platforms such as Xiaohongshu, WeChat public number, and Video Number will be more beneficial to recruitment and business development. The flexible work location is suitable for Hong Kong and Chinese Mainland residents to apply. <br><br>The company provides a complete training system, so you don't need to worry about insufficient sales experience or performance pressure. You will receive a guaranteed base salary (HK$30,000 or above for high and excellent talents, depending on your income proof; IANG and permanent residents will be evaluated based on their academic qualifications or income proof).<br><br>**Benefits**<br><br><br><br><br><br><br>In addition, enjoy the company's club membership benefits, examination allowances, promotion and growth can all receive corresponding rewards. After promotion to the manager level, family members can share the group medical qualification.
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Advisory Services
Cantonese
English
Mandarin
Shun Tin Lam
Mc Consultant·RECRUITER
Active within 3 days
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