Business Development Manager 業務發展部經理/ Relationship Manager 客戶關係經理/ Private Wealth Manager 私人財富經理

Adhering to its "Based in Hong Kong and Connecting China to the
World" strategy, it provides comprehensive financial services to
individual and institutional investors, as well as corporate clients using the
latest online technology. The subsidiaries are licensed corporations which are
granted a licence to carry on Types 1, 4, 6 and/or 9 regulated activities under
the Securities and Futures Ordinance in Hong Kong. It is also authorized by the
Insurance Authority to carry on long term insurance business in Hong Kong and
is one of the Mandatory Provident Fund Schemes Authority approved trustees.
With principal shareholders and professional management teams experienced in
both finance and technology fields, it is well placed to provide innovative
services to investor. 

秉承「立足香港，連接中外」的戰略，它利用最新的在線技術為個人和機構投資者以及企業客戶提供全面的金融服務。其附屬公司是持牌法團，具備香港證監會頒發的相關牌照，進行第 1、4、6 及/或 9 類受規管活動。它還獲保險業監管局授權在香港經營長期保險業務，並且是強制性公積金計劃管理局認可的受託人之一。憑藉主要股東和在金融和技術領域的豐富經驗和專業管理團隊，它能為投資者提供創新服務。  

Five Major Lines of Businesses in Private Wealth Management:

1. Private Banking (External Asset Management)

- Offshore Banking Account

- Global Asset Allocation

- Investment Portfolio Analysis

- Risk Management 

2. Wealth Management

- Insurance Brokerage

- Offshore Insurance

- Saving Planning

- Medical: Critical Illness, Hospitalization and Surgery 

3. Immigration and Citizenship

- Tax Planning

- Asset Planning

- Immigration Policy and Permanent Residence

- Overseas Property 

4. Family Trust

- Inheritance and Asset Distribution

- Asset Protection

- Family Governance

- Succession Planning 

5. Education Consultation

- Schools and Universities Application (Local and International)

- Academic Private Tutoring and Language Class

- Test Prep (Secondary and University Admission)

- Job Applications and HKSAR Residency (IANG)


 

五大私人財富管理業務：

1. 私人銀行（外部資產管理） 

- 離岸銀行賬戶 

- 全球資產配置 

- 投資組合分析 

- 風險管理 

2. 財富管理 

- 保險經紀 

- 離岸保險 

- 儲蓄計劃 

- 醫療：危疾、住院和手術 

3. 移民和公民身份 

- 稅務籌劃 

- 資產規劃 

- 移民政策和永久居留權 

- 海外物業 

4. 家族信託 

- 繼承與資產分配 

- 資產保護 

- 家族治理 

- 接班人計劃 

5. 教育諮詢 

- 學校和大學申請（本地和國際） 

- 學術私人輔導和語言班 

- 中學和大學入學考試準備 

- 工作申請和香港特別行政區居留權 (IANG) 

Job description

• IANG簽證/ 優才簽證/ 畢業生或新來港人士 
• 內地背景/ 流利普通話/ 有相關工作經驗者優先 
• 公司可提供客戶給合適的應徵持牌人士 
• 百萬年薪無上限 

5 Private Wealth Management Businesses:

• Building Relationships with Private Wealth Management Clients 
• Develop and maintain long-term personal client relationships through a strong network 
• Build customer base using company platform, products and services and professional knowledge 
• Actively participate in prospecting with clients, find new business opportunities and acquire new private clients, and deepen relationships 
• Maintenance of private customer relationship, reply to inquiries, daily account operation 
• Regular updates to private clients on markets, portfolio performance, investment opportunities and risks 
• Business travel may be required 
• Prepares presentations and cases in private banking (external asset management), insurance, immigration and citizenship, family trust and education consulting 
• Maintain the relationship by providing strategic advice based on each private wealth management client's financial goals, financial needs, risk appetite, and investment requirements. 

5大私人財富管理業務:  

• 與私人財富管理客戶建立關係 
• 通過強大的人際網絡發展和維護長期私人客户關係 
• 使用公司平台、產品和服務和專業的知識建立客戶群 
• 積極參與客戶挖掘、尋找新的商業機會和獲取新私人客戶，並加深關係 
• 維護私人客戶關係、回答查詢、日常賬戶運營 
• 定期向私人客戶更新市場、投資組合業績、投資機會和風險。 
• 可能需要出差。 
• 準備私人銀行（外部資產管理）、保險、移民和公民身份、家族信託和教育 諮詢方面的演講和提案。 
• 根據每個私人財富管理客戶的財富目標、財務需求、風險偏好和投資要求提供戰略的建議來維護其關係。 

Benefits

• Attractive basic salary income package, including monthly and year-end bonuses 
• Flexible working hours with work-life balance 
• Fast-track career development to management level 
• Structured training program and mentoring by a team of well-experienced managers 
• Overseas conventions and incentive trips 
• Medical Benefit 

 

• 吸引的底薪收入，包括每月和年終花紅 
• 達至工作與生活平衡，靈活工作時間 
• 快速職業發展至管理層 
• 由經驗豐富的經理團隊提供的結構性的培訓和指導 
• 海外會議和獎勵旅遊 
• 醫療福利