Family Office Advisor, Yunfeng Financial Group, Hong Kong

About the job

As a Family Office Consultant, you will:

• Build and maintain strong relationships with HNW and corporate clients as a trusted representative of the Group.
• Collaborate with the wealth management team to drive revenue through targeted campaigns and marketing initiatives.
• Deliver tailored investment and insurance planning services to meet clients’ financial goals.
• Gain expertise in a diverse range of financial products, including Private Equity, IPO placement, Private Equity Funds, Private Credit, Personal and Commercial Insurance, and Trust. 
• Engage with a varied client base, from HNW individual investors to corporate entities, ensuring exceptional service and communication.

The Ideal Candidate

We are looking for candidates who bring: 

• A recognised degree in any discipline. 
• HKSI Papers 1, 7, 8 and IIQE Papers 1, 3 qualifications (preferred but not mandatory; comprehensive on-the-job training provided for unlicensed candidates).
• 1 to 5 years of work experience, with a background in sales and business development in Family Office, Trust, Insurance, Banking and Finance being advantageous.
• Fluency in Cantonese and Mandarin; proficiency in English is a plus.
• Strong presentation, interpersonal, and teamwork skills.
• TTPS, QMAS, or lANG visa holders, with a keen interest in the financial services industry and a drive to succeed, are welcome.

Compensation and Benefits

• Competitive package including monthly fixed allowance, uncapped commission, performance bonuses, and discretionary ad-hoc bonuses.
• Flexible work arrangements, schedule and location.
• Support for TTPS, QMAS, or IANG visa renewals.
• 1-year Fast-track promotion to Family Office Associate Director for high performers.
• Exclusive opportunities for top performers to attend international conferences and travel.

Requirements added by the job poster

• Bachelor’s Degree

• Authorised to work in Hong Kong SAR