Family Office Client Manager

Job Responsibilities

• Coordinate and manage the overall wealth structure of high-net-worth families, including asset allocation, insurance planning, investment portfolio monitoring, risk assessment, and long-term wealth inheritance planning; responsible for full-cycle customer development and long-term relationship maintenance, tailor-making long-term financial planning, savings, investment, and retirement planning for customers.

• Coordinate external professional institutions (such as law firms, tax consultants, trust companies and private banks) to ensure cross-departmental compliance and execution efficiency, and implement a full set of financial and tax legal planning services.

• Support personalized needs of family members, covering education planning, overseas study arrangements, charitable deployment, art and alternative asset management, overseas residency and nationality strategy, high-end private health management, etc. non-traditional wealth issues.

• Assist team members in building their personal career IP, responsible for daily IP content planning and operation promotion, and broadening high-end customer resources channels.

Work requirements



• Familiar with cross-border wealth, insurance, trust, taxation, and overseas identity-related business logic, with excellent cross-institutional communication and coordination skills.



Benefits

• Customize exclusive base salary based on interview performance and past income, with a salary structure of base salary + commission + year-end bonuses, with no upper limit on income.

• Flexible work hours, you can arrange your own schedule, and achieve a balance between work and life.