Financial planning and consulting

Job Responsibilities

• Provide all-round wealth planning services to high net worth clients, covering Hong Kong identity planning, international education and university admission counseling, overseas asset allocation strategy, study abroad and immigration scheme design, family trust and wealth inheritance arrangement, and overseas real estate investment allocation.

• Based on the customer's financial situation, risk preference, life stage goals and long-term vision, tailor a comprehensive asset allocation solution, and continuously optimize the investment portfolio structure to achieve asset preservation and appreciation.

• Lead the customer's full life cycle service process, from initial contact, needs diagnosis, solution design, collaborative implementation to follow-up, ensuring service continuity and professional depth.

• Regularly visit customers, proactively track investment performance, policy changes, and personal circumstances, and adjust planning advice in a timely manner to improve service response speed and problem-solving efficiency.

• Collaborate with lawyers, tax advisors, immigration consultants and overseas real estate agencies, etc. professional partners, integrate resources to provide customers with one-stop cross-border wealth management solutions.

Work requirements

• Have a bachelor's degree or above in finance, economics, accounting, law or related fields; those with professional qualifications such as CFM, CFA, CPA, HKSI LE, Trust & Estate Practitioner (TEP) are preferred.

• At least 3 years of cross-border wealth management, private banking, insurance planning, immigration consulting or asset allocation related work experience, familiar with the policies and regulations and practical operations of Hong Kong and major offshore markets (such as Singapore, the United Kingdom, Canada, Australia).

• Proficient in Cantonese and Mandarin, with good English reading and writing skills, able to read and interpret English financial documents, legal terms and regulatory guidance.

• Have sharp customer demand insight and logical analysis ability, good at turning complex financial concepts into clear and easy-to-understand communication language, and building a high level of trust.

• Comply with professional ethics and confidentiality principles, be familiar with the relevant compliance requirements of the Hong Kong Securities and Futures Commission (SFC), the Insurance Authority (IA) and the Inland Revenue Department, and have strong compliance awareness and risk control thinking.