Duties:

（I）Family strategic planning and goal setting

1. Have in-depth communication with family members, fully understand their needs, goals and expectations, and based on family values and long-term interests, develop a medium and long-term development strategy for the family office.

2. Break down the overall goals of the family office into annual, quarterly and monthly measurable specific goals, ensure strategic effective landing, and regularly report to family members on goal achievement and strategic execution progress.

1. Responsible for building a family asset investment portfolio, taking into account the family's risk tolerance, investment objectives and time horizon, and diversifying asset allocation across stocks, bonds, funds, real estate, and alternative investments.

2. Continuously track financial market dynamics and investment project performance, regularly conduct a comprehensive evaluation and in-depth analysis of family assets, flexibly adjust investment strategies based on market changes and family needs, and achieve stable asset preservation and appreciation.

（Three) Customer development and maintenance

1. Expand high net worth client resources by participating in high-end social activities, industry forums, customer referrals, and other channels to expand the family office's customer base, enhance market share and brand influence.

2. In-depth understanding of customer needs, tailor-made personalized wealth management planning for high net worth customers, providing comprehensive services including investment planning, asset allocation, tax planning, family trust, wealth inheritance, etc.

3. Regularly communicate with customers, promptly feedback service progress and results, solve customer problems and demands, enhance customer satisfaction and loyalty, and maintain long-term stable customer relationships.

（Four）Family office business expansion

2. Responsible for market research, feasibility analysis and project planning of new businesses, formulating business expansion plans and implementing them, and promoting diversified development of family office business.

3. Establish good cooperative relationships with external partners such as financial institutions, law firms, accounting firms, immigration intermediaries, etc., integrate resources, and provide all-round and professional services to family clients.

1. Track macroeconomic trends, financial market dynamics, industry policy and regulations, collect and process relevant information and data, conduct in-depth analysis and research, and provide timely and accurate research reports and professional advice to the family office's business decisions.

2. Integrate internal and external resources, establish a broad industry network and cooperation, including financial institutions, investment institutions, professional service agencies, etc., and create favorable conditions for the business expansion and development of the family office.

Requirements:

（1） Educational background

1. Bachelor's degree or above, finance, economics, law, management, etc. Relevant professional qualifications are preferred.

1. Have more than 10 years of financial industry work experience, of which at least 5 years are work experience in family offices, private banks, high-end wealth management institutions, etc.

（Three) Professional skills

1. Proficient in financial markets, investment products and asset management related knowledge, with solid financial analysis, risk assessment and investment decision-making abilities. 2. Familiar with domestic and international family wealth management industry laws and regulations, taxation policies and supervision and management requirements, and able to provide professional legal and tax consulting services to the family.

3. Master family trust, asset inheritance, etc. professional knowledge and operation procedures, and have relevant project operation experience.

4. Have securities, funds, insurance, financial planners and other related professional qualifications.