Careers
We are expanding in Shenzhen, Hong Kong, Singapore, Taipei, Shanghai, and Kuala Lumpur.
Job Description
- Primary focus on developing relationships with high-net-worth clients.
- Provide wealth succession and planning advice for individuals with medium to high net worth.
- Cultivate membership within the future family office financial advisory team.
- Offer international-level training and opportunities for overseas development.
- Achievement of performance KPIs, with a base salary plus uncapped high commissions.
- Utilize personal network for business development and report progress to supervisors.
Additional Qualifications
- Possess experience in business-to-consumer (B2C) or business-to-business (B2B) development, along with a strong network and development channel capabilities.
- Proficiency in managing social groups and interpersonal skills.
- Second-generation entrepreneurs are welcomed to join the training ranks.
Job Description
- Offer financial planning services for VIP high-net-worth clients.
- Provide family financial management and planning services.
- Provide planning and advice for asset inheritance and transfer.
- Comprehensive tax consulting and planning.
- Stay updated on industry trends and conduct market demand research, identifying potential business opportunities.
- Execute and drive existing projects.
- Plan and support company seminars and events, proactive in engaging with audiences, possessing public speaking experience and capabilities, actively promoting market development.
Additional Qualifications
- Experience in asset planning for high-net-worth clients.
- Background in foreign financial institutions or private banking.
- Background in high-net-worth management consulting firms or corporate finance.
Job Description
- Our primary focus is in the realm of family offices. Operating as stewards, we manage assets for family offices.
- Furnish affluent individuals with services related to family office assets.
- Address the needs of high-net-worth individuals and small to medium-sized entrepreneurs, catering to the demands for Asian family wealth management and inheritance solutions.
- Comply with the provision of high-net-worth individuals, offering wealth management and inheritance solutions aligned with macro trends.
- Deliver operational frameworks, specialized training, and high-level operational consulting solutions for high-net-worth individuals within financial institutions.
Key Executives’ Opportunities
The key executives have the opportunity for extensive engagement with private banks, asset management companies, family offices, and venture capital institutions in locations such as Hong Kong (HK), Singapore (SGP), Switzerland (SWS), and the British Virgin Islands (BVI). This engagement allows for personal growth and enhanced capabilities in a dynamic and globally-connected environment.
