1 天前發布

Relationship Manager (Family Office)

Wing Hing Financial Services Co

職位描述

Wing Hing Financial Services Co. is a financial services firm specializing in providing comprehensive wealth management and succession solutions for high-net-worth clients. With a focus on professionalism, customization, and confidentiality, we are dedicated to helping clients achieve asset appreciation, risk mitigation, and the sustainable preservation of family wealth.

Expert Team, Exceptional Service

Wing Hing brings together seasoned experts and industry elites from the fields of finance, law, taxation, and more. Our team members hail from top-tier academic institutions and possess over 20 years of industry experience. Leveraging deep expertise and an extensive global resource network, we accurately interpret market trends and offer tailored solutions—including tax optimization, inheritance planning, asset allocation, family trusts, and overseas education planning—to ensure every strategy aligns with our clients’ unique needs and long-term goals.

Client-Centric Approach: Safeguarding Your Wealth Future

We understand the importance that high-net-worth individuals place on privacy, security, and personalized service. Therefore, we always prioritize our clients’ interests, utilizing rigorous analysis and innovative financial tools to facilitate steady wealth growth and intergenerational transfer. At Wing Hing, our clients are not just partners—they are fellow travelers on a journey toward long-term value creation.

Present Focus, Future Vision — Wing Hing Works with You to Ensure Everlasting Wealth.

As part of the broader Wing Hing Group, our company offers a range of financial services including asset management in securities, funds, bonds, and family trusts. In addition, the Group provides referrals for real estate projects and exclusive club memberships.

Job Responsibilities

Assist Sales Head in developing business plans for active acquisition and management of clients in China

Proactively pitch HNW clients for potential sales opportunities with cross-over wealth management products

Focus on expansion of business in the China market and growth of sales channels

Organize marketing events/seminars/conferences in providing market insights and identifying business opportunities for our potential clients in China

Engage in sales team development & coaching

Participate in ad hoc sales projects assigned by Management

其他細節

職位空缺來源
CTgoodjobs
參考編號
3153691-01#0040
發布日期
2025年12月04日
關鍵詞
5-day week, Additional subsidies, Year-end bonus, Birthday leave, Banking / Finance - Retail Banking, Sales / CS / Business Devpt - Business Development, Banking, Financial Services, Management Consultancy / Service, Kowloon Bay, Full-time, Middle management level, Degree, Business Planning, Coaching, Conferences, Marketing Events, Relationship Manager, Seminars, Team Development, Wealth Management
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