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Client Service Executive(family office client service officer)

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Wealthaxis Family Office Company Limited
Financial Services
Updated within 3 months
HK $30K-45K/Month
Higher Diploma or Associate Degree
1 to 3 years
Work visa required
Full Time
9.0 hrs/day, 5 days/wk

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Work benefits
Competitive pay
Discretionary bonus
Gratuity
Transportation allowance
Insurance plan
Medical plan
5-day week
Bank holidays

Job DescriptionTranslate to English

Company introduction:

We are a family office rooted in Hong Kong, serving high net worth families, entrepreneurs and middle-class professionals in Mainland China and Hong Kong. We provide our clients with all-round asset and family management solutions, including wealth planning, investment advice, family trusts, overseas education and lifestyle services, to help families achieve their long-term inheritance goals.

Responsibilities:

  • Provide a one-stop exclusive service for high-end customers, including asset management, education consulting and family affairs management support

  • Maintain and develop long-term cooperative relations with customers in the Greater China region

  • Coordinate internal teams and external professional partners (such as lawyers, accountants, education consultants) to meet customer needs

  • Understand customer background and preferences, and develop personalized service solutions

  • Assist management in market research and customer data organization

Requirements:

  • Have at least 3 years of financial institution expertise in Mandarin and English, with fluent Cantonese as a plus

  • Excellent communication skills and insight, able to understand and handle complex needs of high net worth clients

We provide:

  • Competitive salary and annual bonuses

  • Excellent medical and insurance benefits

  • Continuous professional development and training opportunities

  • Comfortable and internationalized office environment

Applicants should share their resume and expected salary on the platform


Languages
Cantonese
English
Mandarin
Skills
Guest Service
Client Interaction
Client Satisfaction

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Manager Tony
Wealthaxis Family Office Company Limited · Manager
Active within 3 days

Job Location

香港-Mong Kok, Yau Tsim Mong

香港

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Direction


Company Overview

Furao Family Office was established in 2012 as a comprehensive and integrated family office, dedicated to providing all-round wealth management services to high-net-worth families, entrepreneurs and talented individuals in Mainland China and Hong Kong. Established in 2012, WealthAxis Family Office is a comprehensive multi-family office dedicated to delivering holistic wealth management services to ultra-high-net-worth families, entrepreneurs, and top talent from mainland China and Hong Kong. Our services encompass asset allocation, family trusts, wealth succession planning, children's education advisory, cross-border investments, and family philanthropy consulting. We assist clients in optimizing their family wealth structures across Hong Kong and global markets. With a professional team and international perspective at our core, we strive to be the preferred family office partner in Greater China. WealthAxis is located at 4/F, PO Cheong Commercial Building, No. 29 Prat Avenue, Tsim Sha Tsui, Kowloon, Hong Kong, and has been operating under Business Registration Number 37965269 since December 27, 2023. WealthAxis is located on the 4/F PO Cheong Comm Bldg No. 29 Prat Avenue TST KLN, and has been using business registration number 37965269 since December 27, 2023.


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