岗位职责： 1. 为中港两地高净值客户群体进行需求分析，出具专业的资产配置方案，包括风险管理、财富传承、子女教育规划、退休规划等。 2.与客户建立良好关系，做好相关后续跟进服务。 3.提供高端医疗、家族办公室咨询等一站式多领域专业服务。 4.定期参与公司培训，熟悉行业专业及信息。 职位要求： 1.本科及以上学历，香港毕业生/海外留学优先（必须持有香港身份证，iang/高才/优才等签证），接受香港在读研究生实习 2.对财富管理有一定的认知度和兴趣。 3.具有较强的语言表达能力和亲和力。 4.具有良好的职业操守，较强的工作责任心、团队合作意识。 5.语言要求：普通话和粤语/英文 福利: -团队医疗保险 -一系列专业培训计划(关于如何成为MSRT合格者的岗前培训和在职培训) -提供快捷的晋升通道 (最快一年可晋升高级经理/助理部门经理） -每月津贴 + 佣金+ 年终奖金 -海外旅行及实习机会 To Clients: Maintain, review and update client’s wealth management and portfolio Offer Professional financial advices to client Offer all-rounded financial solutions to clients, including risk management, retirement planning, asset allocation, investment planning etc. Risk management and Retirement planning Evaluate different financial planning products e.g. mutual funds, MPF, international properties etc. Benefits: Group Medical insurance are provided Professional Training Programs One Year fast-track promotion program to Senior Manager/Assistant Unit Manager Excellent Career path to management level Monthly allowance + Attractive commission package + Year end bonus + comprehensive fringe benefits Oversea trips and conventions Requirements Bachelor’s Degree or above in any discipline Fresh Graduates and IANG are welcome Good interpersonal and communication skills Energetic and outgoing Positive, ambitious, self-motivated and eager to learn Strong financial analytical skills and problem-solving skills