Education, identity and wealth planning consultants

HK$ *****

Higher Diploma or Associate Degree

No experience limit

HK work permit required

5 days per week, Hybrid

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Additional subsidies

Extra Medical Insurance

Job Responsibilities

Provide overseas study financial management solutions for families with study abroad needs, including tuition reserve planning, education fund allocation, exchange rate risk control, cross-border fund transfer advice, and long-term financial burden simulation.
Execute wealth planning related risk management, identify potential policy changes, tax compliance, asset preservation and inheritance arrangements for clients in education investment, identity conversion and asset allocation processes, and propose specific mitigation measures.
Integrate education, identity and wealth into three dimensions, design personalized and implementable long-term life planning blueprints for high net worth families or cross-regional personal development, and continuously follow up and dynamically adjust execution effectiveness.

Work requirements

Have a college degree or above, majoring in finance, education or related fields is preferred; those holding financial or insurance or similar professional certifications are given additional points.
Familiar with the education systems of mainland China and Hong Kong, and familiar with the education systems of mainstream study abroad countries, able to accurately interpret policy changes and transform them into practical advice.
Have excellent logical thinking and expression skills, be able to transform professional knowledge into language that customers can understand; fluent in Cantonese, Mandarin and English at a business communication level.

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