香港資產策劃專家（內地優才專屬）
Wong Tai Sin Area
Negotiable
30th Jan 2026
- 具竞争力底薪及表现奖金
- 完善医疗福利
- 专业培训
Job description
主要职责：
为中国优才／高才专才及其家族提供一对一的财务及资产策划建议
协助客户在香港进行资产配置、家族信托、子女教育及退休规划
与法律、税务及投资专业伙伴协作，制定整体家族方案
持续跟进客户情况，维系长期合作关系
Employment types : Full-time
Working mode : Hybrid
Work location : Wong Tai Sin Area
Job work schedule : 09:00 - 18:00
Job type : Clerical / Administration / Secretary Finance / Banking / Investment / Compliance Insurance
Requirements
职位要求：
持有大学学位，金融、会计、经济或相关学科优先
具备 2 年或以上财务策划、银行或家族办公室相关经验
熟悉中国优才、高才政策及来港生活、置业、教育等实际需求者优先
普通话流利，具备普通粤语及英语沟通能力
具备专业操守，以客户利益为先，工作主动细心
Minimum education level : Higher Diploma
Minimum years of work experience : 1 year(s)
Dress code requirement : Business Casual
Salary and benefits
Salary : Negotiable / Bank Transaction
Benefits : 5-day work week Paid sick leave Medical insurance / allowance Business travel allowance Performance bonus Year-end bonus Commission Flexible working hours Flexible lunch hours Transportation allowance Meal allowance Education subsidies Job training Annual leave (over and above statutory requirements) Good promotion prospects
Photos of the working environment
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Keywords
Wealthaxis Family Office Company Limited
System reference no. : J000087088296
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