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Family office education/migration/financial advisor

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C&G HK
Financial Services
Posted within 3 months
HK $30K-45K/Month
No degree required
No experience limit
Work visa required
Full Time
7.0 hrs/day, 3 days/wk

Send application message

Work benefits
5-day week
Extra paternity leave
Marriage leave
PRC holidays
Bank holidays
Competitive pay
Discretionary bonus
Year-end bonus
Flexible working hours

Job DescriptionTranslate to English
<div><b><u> Job Responsibilities</u></b><br> <ul> <li>Provide Hong Kong and overseas study planning advice to mainland customers, and help them design suitable education pathways.</li> <li>Assist customers in applying for various immigration plans, including investment immigration, high-end talents (high talents), outstanding talents (outstanding talents), etc. </li> <li>Provide family wealth management services to customers, assist in establishing trust funds, and implement asset isolation and inheritance planning. </li> <li>Assist customers in setting up companies in Hong Kong and handling professional entry and related compliance procedures.</li> <li>Provide professional financial planning and insurance allocation advice to meet the diversified financial goals and risk management needs of customers.</li> <li>Integrate legal, tax, financial and educational resources to provide a one-stop family office comprehensive solution.</li> </ul> </div> <div><b><u> Work requirements</u></b><br> <ul> <li>Bachelor's degree, welcome fresh graduates, students, high talent visa holders, dependents and IANG applicants.</li> <li></li> <li>Active and proactive work attitude, with a clear sense of goal awareness and team spirit.</li> <li>Have a basic understanding of financial products, immigration policies and family office services, or have a strong desire to learn.</li> <li>Able to think independently and effectively manage customer consultation processes, those with basic customer service experience are preferred.</li> </ul> </div> <div><b><u>Benefits</u></b><br> <ul> <li>Enjoy high commission income, year-end bonuses, and competitive commission packages. Outstanding performers may receive travel incentives.</li> <li>Provide regular professional training, covering financial knowledge, family office practice, and customer service skills.</li> <li>Have a clear career development path, support internal promotion and salary adjustment mechanism.</li> <li>Organize regular team building activities to promote team collaboration and enhance cohesion.</li> <li>Provide flexible working hours and remote office arrangements, balancing work efficiency and quality of life.</li> <li>Arrange lectures and study resources for newcomers, and help them build a customer network.</li> <li>At the beginning of employment, you can receive stable customer support, which will help you quickly start your business.</li> </ul> </div>

Languages
Mandarin
Cantonese
English
Skills
FRM
Finance
Sales

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Chilli Lau
C&amp;G HK · 部門負責人
Active within 3 days

Job Location

海港城-Tsim Sha Tsui, Yau Tsim Mong

尖沙咀廣東道

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Company Overview

JIG Family Office, providing high-end services such as education, immigration, trust, insurance, and wealth management to high-net-worth clients in the mainland


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