Family office advisor in Hong Kong

Job Responsibilities:

1. Provide a one-stop professional wealth management service to high net worth clients in Hong Kong and the Mainland, helping them manage their wealth and allocate assets.

2. Provide in-depth financial analysis, design and recommend suitable investment solutions based on customer needs, covering wealth management, risk management, retirement planning and investment savings in multiple fields.

3. Build long-term trust relationships with customers, regularly follow up on investment portfolio performance, and adjust strategies to meet their evolving financial goals.

4. Assist in handling matters related to financial business, including market research, product evaluation and cross-regional resource coordination.

5. Ensure all customer data and transaction information is kept secure and confidential, in compliance with relevant laws and regulations and industry standards.

Requirements:

1. Hold a bachelor's degree, with a financial, economic, accounting or related professional background, being given priority.

2. Fluent in Cantonese, Mandarin and English communication, able to read and write Chinese and English documents fluently, ensuring efficient and effective external communication.

3. Have a meticulous work attitude and high sense of responsibility, be able to maintain professional standards and complete tasks under pressure.

4. Have a basic understanding of financial markets and wealth management products, be open to learning new knowledge, and continuously improve personal professional skills.

5. Have good interpersonal communication skills and team spirit, and be able to flexibly meet the customer needs of different cultural backgrounds.