▍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

•⁠ ⁠Mainly 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 lecture

• 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

• Bachelor's degree or above (fresh graduates can apply)

• One year of financial services experience will be given priority

◆ Professional skills

•⁠ ⁠Cantonese mother tongue-level communication skills

•⁠ ⁠English/Mandarin above secondary level

•⁠ ⁠WPS/Office office suite operations certification

◆ Core competencies

• Have basic financial statement analysis skills

• Familiar with the operation of intelligent investment advisory systems

▍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

» 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