Family Office Management Trainee

2 days ago

hong kong, Hong Kong SAR China EC-MPF Financial Services Company Full time

Family Office Management Trainee (5-day Work, Welcome Fresh Grad) EC MPF Financial Services is a comprehensive agency which specializes in service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services in asset management in light of family office. Qualifications & Experience Bachelor degree holder or above in all disciplines Innovative and a good team player Fluent in Cantonese, English and Mandarin Good communication and interpersonal skills. Willing to learn and accept new challenges. Tasks & Responsibilities Create and execute tailored wealth management plans for families, emphasizing investments, health protection, asset management, estate planning, and tax efficiency. Foster and uphold solid connections with clients, serving as their main liaison for all financial concerns. Perform routine portfolio evaluations and market assessments to guarantee alignment with clients’ financial goals. Work together with external consultants, including tax specialists and legal professionals, to deliver comprehensive financial strategies. A promising career trajectory with prospects for ongoing growth Striking a harmonious balance between work and personal life A constructive and nurturing work environment that promotes positivity and support Unlock job insights Your application will include the following questions: How would you rate your Cantonese language skills? How many years' experience do you have in a wealth management? How many years of asset management experience do you have? How many years' experience do you have as a Wealth Management Trainee? Which of the following statements best describes your right to work in Hong Kong? Which of the following languages are you fluent in? What's your expected monthly basic salary? How many years' experience do you have as a Management Trainee? #J-18808-Ljbffr

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