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Family Wealth Management Consultant

Wealthaxis Family Office Company Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-10-19
  • Location:Mong Kok
  • Employment Type:Full Time, Part Time
  • Job Function:Accounting  Consulting  Sales  CS & Business Devpt  Business Development  Bank
  • Benefits:Education allowance, Medical insurance, Performance bonus, Five-day work week, Flexible working hours

Job Description

Job Description
- Assess Client Financial Situations by conducting financial needs analysis
- Analyse and provide total package of financial services planning
- Provide comprehensive wealth management service to client from Asia
Including:
Risk Management
Retirement Planning
Asset Allocation
Estate Planning 
-Build up close relationship with clients and review their financial portfolios

We looking for:
-Degree holder in all discipline ( fresh graduate and IANG will also be considered)
-Mature, Self- motivated, Hardworking and will to learn
-Energetic, Passionate
-Good interpersonal and communication skills
-Fluent in Cantonese or Mandarin and English
-Experience in Banking industry will be an advantage
-Experience in aviation/ tourism and hospitality/ retail/ beauty/ fitness industry are welcomed

We offer:
-Expected Salary Per Year: HKD 360,000 or above
-Professional training and mentor program
- Overseas trips and conventions
-IIQE Paper 1 & 3 Licensing Training 

Company Info

Established on 2012, WealthAxis Family Office is a fully-owned private company and single-family office dedicated towards the sole stewardship and preservation of the family’s assets.

We offer a personalized range of services aimed at the special need of each individual families and their businesses - helping them to grow and succeed for generations.

Our comprehensive and integrated approach helps families to structure their wealth and preserve it for future generations. Our goal is to unlock the potential of families and make families wishes come true.

Join Us
If you’re someone who is a highly-skilled problem solver and relishes new challenges, we’d love to hear from you.

Apply
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