Family Office Planning Manager 

家族財富傳承師

 

Seeds Financial Group in partnership with one of the world’s largest financial groups provides advisory services using a wide range of risk management, strategy and asset allocation plans, enabling our clients to achieve their financial goals and future needs. 

 

A Family Office Planning Manager provides suitable family wealth allocation plans and set up family trust with our clients, we are currently looking for an ambitious individual to be part of our dynamic team.  
 
Your duties include 

Your duties include but are not limited to, providing HK and Mainland exclusive clients with Family Wealth Inheritance Plan, setting up Family Trust Plan, and providing suitable Wealth Allocation Plan. You will also be responsible for nurturing existing clients as well as developing new business. 
 
The company will provide:

    • Excellent training.

    • Local and overseas conventions.

    • Fast-tracked career progressions

    • Flexibility to help you enjoy a work-life balance. 

    • Attractive package, performance bonus and commission.

    • Five-day work week. 

You must be:

    • A degree holder.

    • Fluent in reading and writing Cantonese and Mandarin. (English is a plus)

    • Looking for challenging career. 

    • Have a great interpersonal skills. 

    • A valid working visa.

    • Passionate about life and building a brighter future. 

 

Candidates who are transitioning and looking for a career change from different industry is welcome. Applicants with less experience will be considered for manager/ executive position.

有意應聘者可將簡歷直接發送至:  hr@actiondoitnow.com

 

注意:我們公司是一個平等就業機會的雇主,遵守基於績效的政策 在招聘、招聘、薪酬、福利、終止和所有其他條款方面的業務需求 就業條件。請接受我們對您的興趣的最大感謝,雖然我們可能會與您聯繫以 索取更多信息,請注意,只有在考慮中的申請人才會被邀請進行跟進 面試。沒有適當簽證在香港工作的候選人將不獲受理。