Family Office Sales Manager

Develop and maintain high net worth individual (HNWI) and family client relationships, and promote our company's family office services

Develop personalized wealth management strategies and solutions based on customer needs

Work closely with internal investment consultants, legal and tax teams to coordinate overall service processes

Track market trends and customer asset allocation, and provide professional advice on a regular basis

Organize and participate in high-end business activities, private gatherings and wealth management seminars to expand business opportunities

Bachelor's degree or above in finance, economics or related fields is preferred

Also welcome fresh graduates / those who are willing to learn while working

Have good interpersonal communication skills and business development techniques

Able to work independently and have good team spirit

Located in a prime commercial building in Tsim Sha Tsui, with convenient transportation

Excellent working environment, friendly atmosphere