Family Office Services Advisor (with Sales & customer services experience)

Job Responsibilities

- Understand customers needs and lifestyle - Portfolio management and design for customers - Explore customers needs with the use of digital tools - Understand different investment tools such as LPFs, RWA, ODI, to name a few;

- Maintain and enhance customers loyalty through client seminars and events - Build up your networks under our mentorship scheme (will share our FO professional ecosystem)

- Organise events for HNW clients (including taxation, compliance, investment, trust, etc.)

Complimentary and benefits

Others

Year end bonus, overseas training opportunities, seasonal incentives, career benefits, etc. ( Depending on related experiences and sales performance)