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Family Office Management Trainee (IANG exclusive)

創勢·Financial Services
Internship
Contract
HK $20K-30K/Month
Higher Diploma or Associate Degree
No experience limit
HK work permit required
More than 8 hours/day, 5 days per week

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Work benefits
Uncapped Commission
Family medical plan
Insurance plan
Generous Annual Leave
Year-end bonus

Job Description

Work benefits

  • Regular employment/internship certificate, supporting IANG visa renewal

  • Flexible work mode, balancing academic and professional development

Job Responsibilities

  1. Learning and practicing wealth management and insurance planning, providing professional asset allocation and risk protection solutions to customers

  2. Assist the team in maintaining high net worth client relationships, participate in family office related business learning and project execution

  3. Participate in customer requirement analysis, solution design and follow-up, and enhance professional communication and consulting skills

  4. Participate in team training and debriefing, quickly establish a financial industry professional knowledge system and customer operating capabilities

  5. Assist in completing compliance document processing and customer service, establish good professional habits and industry reputation

Work requirements

  1. Fresh or current IANG non-local graduates, with a strong desire to stay and develop in Hong Kong

  2. Positive attitude, strong execution ability, and willingness to learn, with good communication skills and service awareness

  3. Willing to fully commit to training, even if you have no sales experience, we provide zero-based system teaching


Languages
Cantonese
English
Mandarin
Skills
Business Consulting
Client Communication
Administrative Assistance

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Yihan Wan
Genesis · 人力hr
Active recently

Job Location

港威大廈第6座-Tsim Sha Tsui, Yau Tsim Mong

尖沙咀廣東道9號1201

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Location

Direction


Company Overview
Creation Family Office Limited was founded by professional individuals with decades of experience in the Hong Kong financial services industry, and is a newly established company. Our mission is to help professionals easily and efficiently establish and manage family office businesses. Through our professional knowledge, we provide tailor-made high-quality solutions to meet the unique needs of each customer.
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