資產管理員 30K-42K (歡迎高才及應屆畢業生申請）

▍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
- 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 lectures
- 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
- College degree or above (fresh graduates can apply)

- Priority will be given to those with 1 year of financial services experience

◆ Professional skills
- Cantonese mother tongue level communication skills
- English/Mandarin above second grade
- WPS/Office office suite operation certification

◆ Core qualities
- Holding a securities/fund industry qualification certificate
- Have basic financial statement analysis skills
- Familiar with the operation of the intelligent investment advisory system

▍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
» Professional qualification allowance (CCFP/CFA, etc.)
» 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