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Wealth Strategist Officer (Family Office)

Initial Brother & Co.

  • Company Industries:Others

Job Information

  • Post Date:2024-05-08
  • Location:Yau Tsim Mong District
  • Employment Type:Full time
  • Job Function:Corporate  Finance  Investment  Banking  

Job Description

Job Description

Career with a Difference

We offer flexible working hours, comprehensive training and excellent career development opportunities.

We deliver professional MPF services and retirement planning to our clients. Working in our young and joyful international team including native Cantonese and English speakers, we respect every teammate and have equal opportunities. Want a dynamic career with a difference? Come and join us!

 Core responsibilities: 

  • Provide professional MPF service to every individual client for their purposes of wealth management, retirement plan and investment
  • Provide corporate benefits to company accounts like MPF schemes, Group Medical Plans and General Business Insurance
  • Manage relationships with individual clients and corporate accounts
  • Handle incoming inquiries from scheme members

Enjoy our benefits:

  • Client Base provided 
  • Flexible working hours 
  • Monthly salary ranging from HK$16,000 to $25,000
  • Quarterly Bonus and Year End Bonus
  • Initial training and On-Job training provided
  • Transparent Career Path to Management Level
  • Life and Medical Insurance

As a MPF service officer, you should possess the following qualities:

  • Degree or Diploma holders would be preferred
  • Fluent in Cantonese, English, and Mandarin as an advantage
  • Strong interpersonal and communication skills with the ability to manage client relationships
  • Proactive, self-motivated, and customer-oriented
  • Responsible team player with strong desire for success
  • HKID card holder is a MUST
  • Fresh graduates would also be considered

We offer attractive benefits packages and excellent career development opportunities.  Please mention your expected salary and the earliest availability in the resume.

Company Info

Initial Brother & Co.

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