Private Client Wealth Management Relationship Manager 私人客户財富管理客戶關係經理

A comprehensive family office platform:

1. Private Banking (External Asset Management, EAM)

- Offshore Banking Account

- Global Asset Allocation

- Investment Portfolio Analysis

- Risk Management 

2. Private Wealth Management

- Insurance Brokerage

- Investment-Linked Assurance Scheme

- Universal Life Insurance, Saving, Annuity, Deferred Annuity and Retirement Plan

- Medical Insurance: Critical Illness, Hospitalization and Surgery 

3. Immigration and Citizenship, Passport Application

- Tax and Asset Planning

- VISA Application

- Immigration Policy and Permanent Residence

- Overseas Property 

4. Offshore Family Trust

- Inheritance and Asset Distribution

- Privacy and Asset Protection

- Family Governance

- Succession Planning 

5. Education Consultation, Career Training and Employment in Hong Kong

- 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)/ (QMAS)/ GEP – Professionals 

6. Offshore Insurance

- Offshore Company or Trust Structure

- Asset Preservation, Premium Financing and Leverage

- Low Borrowing Costs and High Expected Returns

- Dually Regulated by Financial Authority in Canada and Bermuda  

7. Pre-IPO Project Investment

- Conduct detailed due diligence on business, legal, financial, management team

- SpaceX, OpenAI ChatGPT, Mr. Jack Ma’s Alibaba projects

- Professional Investors

- Industry Analysis and Value Judgment 

8. Blockchain Investment

- Institutional Digital Asset Derivatives Platform

- Quant-driven Technology and Trading Firm

- Providing Liquidity for Digital Assets

- Professional Investors Achieving Optimal Risk-adjusted Returns 

9. Type 1 Dealing in securities; Type 4 Advising on securities; Type 9 Asset management

- Stock and Bond Trading, Stock Settlement, Initial Public Offerings

- Margin Financing

- Data analysis and Research

- Unique Insights Providing the Most Suitable Strategies and Solutions 

10. Alternative Investment

- Private Debt, Private Equity

- Special Opportunities, Special Situations

- Real Estate Fund, Hedge Funds, Fund of Fund (FOF), Mezzanine Funds

- Structured Products 

11. Legal Consulting Services

- Wills and Estate Planning

- Company Secretarial Services

- Corporate Financing, Commercial Legal Consulting Services

- Notarization and China-Appointed Notary Services

- Employee Compensation and Personal Injury Claims

- Liquidation and Corporate Restructuring

- Intellectual Property 

12. Overseas Real Estate

- Luxury Homes to General Residential Units

- Comprehensive After-Sales Services

- Relocate to a New Home in a Foreign Country or Rent Out the Newly Purchased Home

- Real Estate Advisor: Market Overviews and Real Estate Trends 

13. Medical Cosmetology Consulting Services

- Top-notch High-tech Beauty Equipment that Meets International FDA Certification

- Tailor-made Personalized Services

- The Most Professional, Safest and Latest Medical Beauty Technology 

14. Medical Consulting Services

- Specialist Recommendation

- Comprehensive Physical Examination: Sexual Health, Dental, Women Health, Lung and Cardiac

- Improve Physical and Mental Health

- DNA Methylation: Early Cancer Detection

全面的家族辦公室平台

 全面的家族辦公室平台：  

1. 私人銀行（外部資產管理，EAM） 

· 離岸銀行賬戶 

· 全球資產配置 

· 投資組合分析 

· 風險管理 

2. 私人財富管理 

· 保險經紀 

· 投資相連壽險計劃 

· 萬用壽險、儲蓄、年金、延期年金及退休計劃 

· 醫療保險：重大疾病、住院和手術 

3. 移民和公民身份，護照申請 

· 稅務和資產規劃 

· 簽證申請 

· 移民政策和永久居留權 

· 海外物業 

4.離岸家族信託 

· 繼承與資產分配 

· 隱私和資產保護 

· 家族治理 

· 接班人計劃 

5.教育諮詢、職業培訓和就業 

· 學校和大學申請（本地和國際） 

· 學術私人輔導和語言班 

· 考試準備（中學和大學入學） 

· 工作申請和香港特別行政區居留權 (IANG)/
(QMAS)/ GEP – Professionals 

6.離岸保險 

· 離岸公司或信託結構 

· 資產保全、保費融資和槓桿 

· 低借貸成本和高預期回報 

· 受加拿大和百慕大金融管理局雙重監管 

7. Pre-IPO項目投資 

· 對業務、法律、財務、管理團隊進行詳細的盡職調查 

· SpaceX、OpenAI ChatGPT、馬雲先生的阿里巴巴項目 

· 專業投資者 

· 行業分析與價值判斷 

8. 區塊鏈投資 

· 機構數字資產衍生品平台 

· 量化驅動的技術和交易 

· 為數字資產提供流動性 

· 為專業投資者實現最佳風險調整後回報 

9. 第 1 類證券交易；第 4 類證券諮詢；類型 9 資產管理 

· 股票和債券交易、股票結算、首次公開募股 

· 保證金融資 

· 數據分析與研究 

· 獨到的見解，提供最合適的策略和解決方案 

10.另類投資 

· 私募債權、私募股權 

· 特殊機會，特殊情況 

· 房地產基金、對沖基金、母基金 (FOF)、夾層基金 

· 結構型金融商品 

11. 法律諮詢服務 

· 遺囑及遺產承辦 

· 公司秘書服務 

· 企業融資、商業法律諮詢服務 

· 公證及中國委託公證服務 

· 僱員賠償及個人傷亡索償 

· 清盤及企業重組 

· 知識產權 

12. 海外房產 

· 豪宅到一般住宅單位 

· 完善的售後服務 

· 搬遷到國外的新家或出租新購買的房屋 

· 房地產顧問：市場概況和房地產趨勢 

13.醫學美容諮詢服務 

· 符合國際FDA認證的頂尖高科技美容儀器 

· 度身訂造的個性化服務 

· 最專業、最安全、最新的醫學美容技術 

14. 醫療諮詢服務 

· 專家推薦 

· 綜合體檢：性健康、牙科、女性健康、肺和心臟 

· 改善身心健康 DNA
甲基化：早期癌症檢測 

Job Description 

· Building relationships with private wealth management clients in the comprehensive family office platform 

· Develop and maintain long-term relationships through strong personal networks and contacts 

· Build portfolio of private clients using products, services and expertise of company’s platforms 

· Actively involved in prospecting, identifying new business opportunities and acquiring new private clients, and deepen relationships 

· Maintaining private client relationships, answering enquiries, day-to-day account operations 

· Update private clients regularly on markets, portfolio performance, insurance plans, investments opportunities and risks. 

· Business travel may be required. 

· Prepare presentations and proposals in Private Banking (External Asset Management), Private Wealth Management (Insurance), Immigration and Citizenship, Passport Application, Offshore Family Trust, Education Consultation, Career Training and Employment
in Hong Kong, Offshore Insurance, Pre-IPO Project Investment, Blockchain Investment, Type 1 Dealing in securities; Type 4 Advising on securities; Type 9 Asset management, Alternative Investment, Legal Consulting Services, Overseas Real Estate, Medical Cosmetology and Medical Consulting Services 

· Oversee private client relationships by providing strategic advice based on each client’s wealth objectives, financial need, and risk appetite and investment requirement.   

 · 全面的家族辦公室平台: 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，並加深其關係 

· 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、保險計劃、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）、私人財富管理（保險）、移民和公民身份、護照申請、離岸家族信託、香港教育諮詢、職業培訓和就業、離岸保險、Pre-IPO項目投資、區塊鏈投資、第 1 類證券交易、第 4 類證券諮詢、第 9 類資產管理、另類投資、法律、海外房產、醫學美容、醫療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。  

Requirement

· University level education is an advantage (Fresh graduate will also be considered) OR Prefer candidates with relevant work experience in finance.  

· Experienced in handling offshore and mainlander segment and with mainland background and connections will be an advantage. 

· Strong sales, business development and customer orientation, target and result driven with good presentation, communication and interpersonal skills. Possess leadership skills for long term career development.  

· Mature, independent, innovative, and able to think strategically with a clear mind under pressure, self-motivated, driven, diligent, energetic, outgoing and keen on learning. Good command of Chinese (Cantonese and Mandarin).  

· 持大學學歷者優先（應屆畢業生也將被考慮）或 

· 有金融相關工作經驗者優先。 

· 具有處理離岸和內地業務的經驗，並具有內地背景和人脈者優先。 

· 強大的銷售、業務發展和客戶導向能力，目標和結果主導，具有良好的演說、溝通和人際交往能力。具備領導能力達至長期職業發展。 

· 成熟、獨立、創新、能在壓力下清晰及有戰略地思考、有上進心、有進取心、勤奮、有活力、外向和熱衷於學習。 

· 精通中文（廣東話和普通話）。  

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  

福利

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，彈性工作時間
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