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Post date: 05 Sep 2025
Job ref no.: 85281814060532
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家族辦公室合夥人

Contact Phone: 56635838
Job description
Company Overview
Job Highlights
  • 為高淨值家族提供資產配置、傳承與身份規劃方案
  • 建立並維護長期客戶關係,持續跟進與支持
  • 協調專業資源,解決客戶在財富與身份規劃中的實際需求 任職要求

我們誠摯邀請具備高端客戶服務經驗的您,加入我們的家族辦公室,成為合夥人,共同服務及陪伴客戶的長遠發展。
核心職責
 • 為高淨值家族提供資產配置、傳承與身份規劃方案
 • 建立並維護長期客戶關係,持續跟進與支持
 • 協調專業資源,解決客戶在財富與身份規劃中的實際需求
任職要求
 • 熟悉高淨值客戶及家族辦公室相關服務
 • 了解香港優才/高才/IANG政策更佳
 • 具備良好溝通與資源整合能力
 • 流利普通話,懂粵語更佳
我們提供
 • 合夥人身份與收益分成
 • 獎金獎勵及完善保障
 • 專業培訓及國際化發展機會
 • 彈性及包容的工作環境

More Information
Job ref no.:
85281814060532
Whatsapp number:
56635838
Salary:
Negotiable
Working Location:
Kowloon- Yau Tsim Mong District
Education Level:
Form 7 or above
Year of Experience:
2 years or above
Job Function:
Customer Service- Customer Service
Industry:
Customer Service
Employment Term:
Full time
Career Level:
Senior
Benefit:
 5-day work
 Additional Subsidies
 Discretionary Bonus
 Education Subsidies
 Flexible working hours
PFM Consultancy
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