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Hong Kong
Work type
HK$
Listed any time
More
Reset
Experience
Education level
Benefit
Industry

 About 800 jobs

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Bachelor

$ *****

香港身份申請及續籤諮詢

家庭風險及財富管理專業服務

學士及以上學位,需香港臨時身份

Vito Consulting Service

  • Active within 7 days

Less than 1 year


Higher Diploma or Associate Degree

$ *****

Hands-on experience in wealth management and private banking

Focus on clients from Mainland China

Bachelor's degree in finance or related field required

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1 to 3 yrs


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$ *****

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Bachelor degree or above required

1-2 years experience in banks, financial institutions preferred

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Experience in banking or financial industry required

Strong understanding of banking operations and compliance

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投身香港InsurTech快速成长的初创公司

熟悉AI与自动化技能,如N8n

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$ *****

年薪可達百萬以上

免費協助辦理香港身份

提供全方位培訓及高端客户資源

狂熱者

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Part Time

No experience limit


Diploma of Secondary School

$ *****

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wealth and risk management consultant

Vito Consulting Service·Management Consultancy / Service
Active within 5 days
HK$ *****
Bachelor
No experience limit
HK work permit required
9.0 hrs/day, Negotiable working days

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Job Description
1. Family risk and wealth management consulting (personal financial planning, family business risk isolation, inheritance, etc.)
2. Hong Kong identity and renewal consultation
3. Hong Kong university admission counseling
4. Hong Kong corporate-related services consulting

Job Responsibilities

  • Provide professional family risk and wealth management consulting services to customers, covering personal financial planning, asset allocation, retirement planning, and intergenerational inheritance strategies.
  • Assist customers in conducting family business risk isolation planning, evaluate potential financial and legal risks, and develop corresponding protective measures.
  • Provide Hong Kong identity application and renewal related consultation, including various talent plans (such as outstanding talent, specialist), investment immigration, etc. Policy interpretation and process guidance.
  • Support customer children's Hong Kong university application, including school selection, application procedures, education system analysis and long-term education path advice.
  • Provide Hong Kong company establishment, compliance operation, tax planning and business consulting services to help customers achieve cross-border business development and asset deployment.

Work requirements

  • Bachelor's degree or above, with a temporary Hong Kong identity (talented individuals, high-caliber individuals, IANG, and graduate students who are currently enrolled)
  • Interested in finance and education and willing to continue developing in these fields
  • Strong execution and communication skills, able to independently face customers for professional lectures and solution explanations
  • Have good analytical and judgment skills, customer service awareness, and team spirit
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Languages
Cantonese
English
Mandarin
Skills
FRM

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Jingjing Tan
Vito Consulting Service · 創辦人
Active within 7 days

Job Location

都大中心A座-Hung Hom, Kowloon City

紅磡灣紅鸞道18號

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