Family Office Management Office 30K-45K Welcome high talent and recent graduates to apply

▍Job Responsibilities

1. Provide a one-stop financial service for high net worth families

- Execute a full cycle asset management strategy, customize the configuration of investment portfolios

- Responsible for trust structure design and execution, providing legal and compliance consulting

- Regularly review customer financial goal progress

2. Customer relationship maintenance

- Establish a VIP customer service system and develop a tiered maintenance plan

- Organize financial theme salon and asset inheritance lectures

- Collaborate with professional institutions to provide tax planning and other value-added services

3. Business expansion support

- Collaborate with the product department to develop and innovate financial tools

- Maintain CRM system customer data assets

- Complete quarterly business analysis reports

▍Job Requirements

◆ Basic conditions

- College degree or above (fresh graduates can apply)

- Priority will be given to those with 1 year of financial services experience

◆ Professional skills

- Cantonese mother tongue level communication skills

- English/Mandarin above level 2

- WPS/Office office suite operation certification

◆ Core qualities

- Holding a securities/fund industry qualification certificate

- Have basic financial statement analysis skills

- Familiar with the operation of the intelligent investment advisory system

▍Salary and benefits system

Basic security

√ Five-day work schedule + full pay for bank holidays

√ Group medical insurance+MPF contribution

√ Holiday bonus + performance bonus (2-4 months per year)

√ Cross-border commuting shuttle

Development support

» Professional qualification allowance (CCFP/CFA, etc.)

» Quarterly overseas study plan (Singapore/Switzerland)

» Dual-track promotion mechanism (professional / management sequence)

» Fintech digitalization work platform

Humanitarian concern

Annual physical examination + mental health counseling

Family Open Day + Children's Education Fund

Customized career development roadmap

Corporate social responsibility project participation