Support daily team operations, including:

• Client relationship development and maintenance

• Document preparation

• Market research

Participate in designing wealth management solutions, providing expertise in:

• Tax

• Insurance

• Asset allocation

• Family planning

Assist in handling specialist tasks, such as:

• Family trust structuring

• Tax planning with a focus on compliance

Contribute to marketing events and initiatives aimed at:

• Enhancing brand visibility

• Increasing client engagement

Education: Bachelor’s degree or higher in Finance, Economics, Investment, Law, Accounting, or related fields (金融、經濟、投資、法律、財務、會計等相關專業全日制本科及以上學歷)

Language Proficiency: Proficient in Mandarin and possess strong English communication skills (普通話流利，具備良好英語溝通能力)

Interpersonal Skills: Excellent interpersonal abilities to foster relationships with clients from diverse backgrounds (良好溝通及人際關係能力，善於與多元背景客戶交流)

Travel Requirements: Willingness to travel frequently between Hong Kong and mainland China; must be eligible to work in Hong Kong (接受香港與內地頻繁出差，持有或可辦理合法在港工作身份)