<ul><li><p>Develop and maintain high net worth individual (HNWI) and family client relationships, and promote our company's family office services</p></li><li><p>Develop personalized wealth management strategies and solutions based on customer needs</p></li><li><p>Work closely with internal investment consultants, legal and tax teams to coordinate overall service processes</p></li><li><p>Track market trends and customer asset allocation, and provide professional advice on a regular basis</p></li><li><p>Organize and participate in high-end business activities, private gatherings and wealth management seminars to expand business opportunities</p></li></ul><p><br></p><ul><li><p>Bachelor's degree or above in finance, economics or related fields is preferred</p></li><li><p>Also welcome fresh graduates / those who are willing to learn while working</p></li><li><p>Have good interpersonal communication skills and business development techniques</p></li><li><p>Able to work independently and have good team spirit</p></li></ul><p><br></p><ul><li><p>Located in a prime commercial building in Tsim Sha Tsui, with convenient transportation</p></li><li><p>Excellent working environment, friendly atmosphere</p></li></ul>
Languages
English
Cantonese
Mandarin
Skills
Sales Consulting
Sales Administration
CRM Sales
Sales Management
Candy Chung
Candy · Candy Company
Active recently
Job Location
尖沙咀-Tsim Sha Tsui, Yau Tsim Mong
尖沙咀
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