Corporate Office Senior Consultant

Corporate office senior consultant/Financial planning strategy manager/Corporate risk manager/Corporate contribution operations manager <br>Job Highlights <br>Monthly salary HK$20K-35K+ (negotiable) <br>Systematic wealth management course <br>Senior team provides specialized guidance <br>Our company assigns corporate owners/high net worth clients <br>Remote + flexible work schedule <br>Participate in local wealth inheritance plan <br> <br> <br>Job Description <br>Core values <br>Provide integrated assurance solutions for Hong Kong business owners and high net worth families <br>Key Responsibilities <br> <br>1. Wealth planning consultant <br> <br>- Customize family wealth inheritance structure <br>- <br>2. Full life cycle customer management <br>- Lead/assist millions of customers from requirement analysis → solution execution → annual review of the whole process <br>- Collaborate with professional agencies to handle complex cases <br>- Follow up on customer application progress to ensure smooth execution. <br> <br> <br>Job Requirement <br>Basic requirements <br>Cantonese fluency + Mandarin proficiency <br>Familiar with the high net worth client wealth management needs in Hong Kong and the Greater Bay Area <br> <br> <br>Prioritization <br>Applicants with relevant work experience or those engaged in sales or consulting work are preferred <br>Prioritization for immediate employment <br>Applicants should Whatsapp 92986528 Ms. Zhang or email to sunsonfuture@gmail.com <br>Please provide your CV and schedule an interview