財富管理見習經理（歡迎在港陪讀爸爸媽媽）
Kwun Tong Area
HK$18,000 - HK$20,000 / Per Month
8th May 2026
Student friendly
- 跟進客戶保單服務、續保、理賠及日常客戶關係
- 配合團隊舉辦客戶活動、財富規劃分享會及家庭理財講座
- 協助客戶整理保障、儲蓄、教育及退休規劃方向
Job description
工作內容
入職後，你將會在導師及團隊支援下，逐步學習及參與以下工作：
- 了解客戶的家庭背景、財務目標及保障需要
- 協助客戶整理保障、儲蓄、教育及退休規劃方向
- 為個人及家庭客戶提供基礎財務需要分析
- 跟進客戶保單服務、續保、理賠及日常客戶關係
- 參與財富管理、家庭保障、教育規劃及家族傳承相關培訓
- 配合團隊舉辦客戶活動、財富規劃分享會及家庭理財講座
- 學習使用 AI 工具及數據系統，提升客戶管理及服務效率
Employment types : Full-time
Working mode : Office or designated location
Work location : Kwun Tong Area
Job work schedule : 星期一至五：9:30-18:00；可商議
Job type : Finance / Banking / Investment / Compliance Insurance
Requirements
我們希望你具備：
- 大學學歷或以上，專業不限
- 持有香港身份證、香港工作簽證、IANG、優才或其他可合法在港工作的身份
- 歡迎正在香港陪讀、照顧家庭，同時希望重啟事業的人士
- 無金融行業經驗亦可申請
- 願意持續學習金融、保險、財富管理及家庭財務規劃知識
- 主動、有責任感，願意與客戶建立長期信任關係
- 具良好溝通能力及團隊合作精神
- 能以普通話溝通；懂基本廣東話及英語更佳
Minimum education level : Higher Diploma
Dress code requirement : Business Casual
Salary and benefits
Salary : HK$18,000 - HK$20,000 / Per Month / Bank Transaction
Benefits : 5-day work week Work from home Commission Flexible working hours Job training Bank holidays Good promotion prospects
Enquire and submit job applications
Contact person : Tony Wong (先生)
Apply Methods :
Keywords
優越家族辦公室有限公司 保險 Wealth Management Manager 財富管理經理 5天工作、佣金、醫療保險、晉升機會、旅遊獎賞 Wealth Management Manager/財富管理經理 IANG
Hashtags
##保險理財
About Us
Privilege Family Office is an integrated advisory brand that brings together financial planning, trust and succession planning, education and academic pathways, AI-driven solutions, and family values. Our vision goes beyond helping clients accumulate wealth — we aim to design enduring systems of wealth and values that can be sustained across generations.
System reference no. : J000102830135
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