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投資及財富管理顧問 Family Office Advisor

Job ref no.: FOA - 202407
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投資及財富管理顧問 Family Office Advisor

Jetwin Consulting Company
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Job Highlights

  • •⁠  ⁠香港永久居民 / 持單程證 / 持IANG簽證 / 受養人簽證人士
  • •⁠  ⁠全面在職培訓及專業提升課程
  • •⁠  提供快捷晉升通道

工作職責:

•⁠  ⁠專為高端客戶提供全方位財富及投資產品分析服務 (包括外部資產管理、家族    信託、資產轉移規劃服務、家族的繼承管理服務及稅務籌劃),使其資產能夠.    順利地進行傳承、保值和增值。

•⁠  ⁠開拓團體醫療保障及僱員褔利保障業務及商業保險業務

•⁠  ⁠通過參與公司講座/會議,從中學習團隊管理(專業營銷技巧研討會,團隊建.    設會議等)

入職要求:

•⁠  ⁠熱衷於財富分析管理及金融投資,歡迎跨專業人才

•⁠  ⁠善於溝通交流,建立人際關係

•⁠  ⁠持有學士及以上學歷,碩士優先考慮

•⁠  ⁠香港永久居民 / 持單程證 / 持IANG簽證 / 受養人簽證人士

•⁠  ⁠良好的中、英文書寫及口語能力,普通話和粵語皆可,能聽懂粵語者優先考慮

福利待遇:

•⁠  ⁠全面在職培訓及專業提升課程

•⁠  ⁠月入高達HK$50k+、 高額傭金、津貼、年終花紅、醫療福利等

•⁠  ⁠靈活的工作時間和工作地點

•⁠  ⁠海外業務交流

•⁠  ⁠提供快捷晉升通道

•⁠  ⁠⁠簽證續簽

More Information

Job ref no.FOA - 202407
Salary
25,000 - 90,000 / month (negotiable)
Benefit
  • 5-day week
  • Competitive pay
  • Flexible working hours
  • Medical plan
Job Function
Work Model
  • On-site / At the workplace
Industry
Experience
  • 2 years - 3 years
Career Level
  • Middle management level
Education
  • Master's degree
  • Degree
Require to Travel
  • Travel occasionally

Overview

Jetwin Consulting Company is a domestic diversified financial institution with operations in Hong Kong and mainland China. Jetwin passionately expanded the Group from its core business of financial advisory to become a diversified business encompassing a financial business services platform, FinTech, healthcare and retail. Jetwin aims to provide a full suite of product and service offerings as well as committed to serving the needs of both retail and corporate customers.

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