Hong Kong Family Office Partner

皆歡投資發展·Financial Services
Part Time
HK$ *****
Bachelor
3 to 5 yrs exp
HK work permit required
More than 8 hours/day, Long / short work week rotation, Hybrid,On-site,Fixed

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Work benefits
Double Pay
Year-end bonus
Insurance plan
Special / extra leave
PRC holidays

Job Description

We are a Hong Kong-based, global family office serving high net worth families, bringing together top experts in finance, law, taxation, etc., and specializing in providing one-stop solutions such as global asset allocation, family trusts, tax planning, identity planning, and corporate overseas investment for Chinese high net worth clients. With its deep industry resources and successful cases, we are committed to helping families sustain their wealth for generations to come, and now sincerely invite like-minded partners to join us and co-develop the market.

[Job Responsibilities]

1. Expand high net worth clients, deeply explore their family wealth management needs, and provide them with comprehensive services such as wealth protection, wealth appreciation, and wealth inheritance

2. Collaborate with expert teams to design family trusts, tax optimization, immigration planning, etc. Customized conversation solutions

3. Through planning and participating in various types of promotional activities, contact and convert effective customers

4. Maintain good communication with customers, provide continuous follow-up and services, and continuously provide professional wealth inheritance consulting and services to customers

[Job Requirements]

1. Bachelor's degree from a university ranked in the top 100 by QS or from a university in Hong Kong

2. Love sales, like dealing with people

3. Have entrepreneurial spirit, self-motivation, and team collaboration awareness

4. Priority will be given to those with high net worth clients

5. Candidates with financial, consulting, legal, etc. industry experience are preferred.

[Benefits]

1. High base salary + annual bonuses + performance bonuses, with excellent partners earning over a million dollars per year

2. Provide a complete expert training system, from product knowledge to sales skills, all-round training

4. Provide strong secretarial and logistics support, allowing you to focus all your attention on business and team development

5. Overseas travel incentives

6. Free assistance with obtaining a Hong Kong identity

7. No need to sit in the office, flexible working hours

Join us and co-determine the future of family wealth management!

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Languages
Cantonese
English
Mandarin
Skills
Investment
Credit Derivatives
FRM

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Li Poon
Jiahuan Investment Development · 高级招募助理
Active within 3 days

Job Location

英國保誠保險大樓-Tsim Sha Tsui, Yau Tsim Mong

尖沙咀廣東道21號9F

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皆歡投資發展
皆歡投資發展·Financial Services
皆歡投资發展有限公司(以下简称“皆歡投資”),立足核心金融商圈,是经监管部门批准设立的正规金融服务企业,专注保险经纪服务与保险代理人精英招募培育,以“皆得所愿,歡享未来”为使命,打造专业、创新、有温度的职业平台,成为年轻人、香港IANG签证持有者、国内高才优才开启新征程的优选。 公司注册资本雄厚,具备完整保险经纪与代理人招募培育资质,采用“双轮驱动”模式:一方面打破保险公司产品壁垒,为客户提供个人寿险、健康险、财产险等全品类保险经纪服务,从需求分析、方案定制到理赔跟进,全程客观公正,守护客户权益;另一方面聚焦精英人才培育,针对三类核心人群打造差异化扶持体系,破除行业门槛。 针对18-35岁年轻人,我们打破行业刻板印象,提供灵活工作时间、无上限薪酬、完善培训与清晰晋升路径,助力应届生及职场转型者实现经济独立与职业成长;针对香港IANG签证持有者,专属提供合法岗位、签证续签协助、粤语及职场文化培训,对接港澳与内地客户资源,解决就业与续签困境;针对国内高才优才,依托优质平台与资源,定制培育方案,助力发挥专业优势,突破职业瓶颈。 公司与平安、友邦、保诚等数十家主流保险公司深度合作,拥有丰富产品与客户资源;构建“新人入门-专业提升-精英孵化-终身赋能”全周期培训体系,配备专属导师一对一辅导;薪酬上涵盖底薪(本科8000-15000元/月,IANG及高才优才额外上浮20%-50%)、30%-70%高额提成及多元奖金等。 我们秉持“诚信、专业、创新、共赢”价值观,摒弃高压功利氛围,营造团结奋进的工作环境,建立“精英代理人”与“团队管理”双晋升路径,公平公正无天花板。当前保险行业迎来黄金发展期,皆歡投資凭借合规优势、资源优势与人才优势,为各类精英提供广阔舞台。 如果你渴望灵活高薪、清晰成长,无论是充满活力的年轻人、寻求稳定的IANG持有者,还是追求突破的高才优才,皆歡投資都愿与你携手,把握行业机遇,实现个人与事业的双向奔赴!
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