Azra Ltd

AZRA COMPANY

HongKong
Partnership
10-99 employees

Registration Information

BRN/Business Registration Number

Date of Establishment

Company Address

55416654

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Opening positions (5)

1 to 3 yrs


Bachelor

$20K-50K/M

提供全面個性化財務規劃

一站式全方位家族辦公室服務

持有CFP、CFA、CPA優先

1 to 3 yrs


Diploma of Secondary School

$20K-30K/M

1 to 3 yrs


Bachelor

$20K-50K/M

提供全面個性化財務規劃

一站式全方位家族辦公室服務

持有CFP、CFA、CPA優先

No experience limit


Bachelor

$20K-50K/M

Focus on high-net-worth client advisory

Potential for team leadership opportunities

IANG candidates with relevant qualifications welcome

No experience limit


Diploma of Secondary School

$20K-50K/M

Interested in the positions of this company?

1 to 3 yrs


Diploma of Secondary School

$12K-18K/M

醫療或健康機構背景優先

精通粵語,基礎英文溝通

熟悉WhatsApp商務功能操作

No experience limit


No degree required

$15K-20K/M

中英粵語流暢溝通能力

熟悉香港勞工法規

1年客户服務經驗

OfferToday

  • Active today

3 to 5 yrs


Bachelor

$25K-38K/M

Minimum 5 years Call Center experience required

Outbound and inbound call experience with proven results

Experience in beauty industry a plus

No experience limit


Higher Diploma or Associate Degree

$14K-17K/M

1 to 3 yrs


Diploma of Secondary School

$12K-16K/M

提供銀行假期

每週工作5天

薪酬從$12,000.00起

1 to 3 yrs


Form Three

$14K-16K/M

提供專業客户服務

需具備中學學歷及兩年經驗

良好中英書寫及口語能力

No experience limit


Diploma of Secondary School

$15K-18K/M

有年假10天, 公眾假期, 生日假

獎勵性花紅, 一次性新人獎, 季度表現獎金

周一至五: 9AM-6PM, 周六: 9AM-1PM

Unicomp

  • Active within 3 days
Active Recruiter

No experience limit


No degree required

$15K-23K/M

十三個月薪酬及年終花紅

彈性工時,平衡工作生活

全面保險計劃,含醫療住院意外保障

Yunyun

  • Active within 3 days

No experience limit


No degree required

Negotiable

提供在職培訓

需基本粵語溝通能力

重視團隊合作與紀律性

1 to 3 yrs


Diploma of Secondary School

$18K-22K/M

No more results

Family Office Manager

Azra·Others
Replied to 4 talents in 7 days
HK $20K-50K/Month
Bachelor
1 to 3 yrs exp
HK work permit required
8.0 hrs/day, 5 days/wk, Office work

Send application message

Work benefits
Gratuity
Year-end bonus
Flexible working hours
5-day week
Bank holidays

Job DescriptionTranslate to English
Job Responsibilities

  • In-depth understanding of customers’ financial situation, risk tolerance, life stage needs and long-term goals, providing comprehensive and personalized financial planning and asset allocation advice.
  • Based on the customer's family structure and wealth status, design and recommend suitable insurance and financial solutions, covering life insurance, major illness insurance, retirement planning, children's education fund, etc. key areas.
  • Assist customers in establishing a systematic savings and investment strategy, formulate executable short-term and long-term financial goals, and regularly review progress towards achieving them.
  • Continuously track market changes and customer personal circumstances, proactively provide dynamic consultation services, and adjust wealth planning solutions in a timely manner to ensure their effectiveness and adaptability.
  • Collaborate with legal, tax, trust and investment management professionals, integrate cross-domain resources, and provide high-net-worth families with one-stop, all-round family office services.
Work requirements

  • Bachelor's degree or above in finance, accounting, economics, financial planning or related fields, those with CFP, CFA, CPA or related professional certifications are preferred.
  • Proficient in financial analysis, asset allocation, risk management and inheritance planning tools, able to independently complete complex financial model construction and scheme design.
  • Have excellent communication and interpersonal interaction skills, be able to effectively build trust relationships, and handle financial issues and expectations differences among multi-generational family members.
  • Emphasize professional ethics and confidentiality, have a high sense of responsibility and service awareness, and be able to maintain professional judgment and stable performance under pressure.

Languages
English
Mandarin
Skills
Insurance Underwriting
Customer Communication
Insurance Marketing

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wen yeung
Azra Ltd · Recruitment Manager
Active today

Job Location

Manhattan Place-Kowloon Bay, Kwun Tong

九龍灣宏泰道23號

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Location

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