【招聘】GLOBAL 70 MFO WEALTH MANAGEMENT LIMITED (Central)

文摘   2024-04-23 20:21   中国香港  



公司简介

Company Orofile

GLOBAL 70 MFO WEALTH MANAGEMENT LIMITED “G-70” is a global multi- family office founded by Atlantis Investment Management (www.atlantis- investment.com), with core focuses on wealth management and financial planning, investment advice and risk management, trusteeship and estate planning, tax advisory and regulatory compliance, family governance, family education and mentoring, etc. G-70 is committed to being an equal opportunity employer, with zero tolerance for any form of discrimination against any persons. It is important for us to create an inclusive, diverse and agile workplace for our people to develop and thrive at both a personal and professional level. We welcome all qualified candidates to apply, and hope you unlock opportunities with us.


Job recruitment 

Investment Manager/Senior Manager

Job Description

Departments: Wealth Management Department 

Job Functions: Relationship Management, Customer Service, Investment Analytics

Requirements and Responsibilities

Key Responsibilities


· Identify business opportunities and cross sell in-house products to clients to maximize business growth;
· Enhance customer satisfaction through exceptional customer service;
· Manage new customer acquisition in strict compliance with all internal and external KYC regulations and policies;
· Liaise with other teams to deliver product and service solutions, clerical and information preparation, transaction execution, filing and back-end supports;
· Cultivate relationships with existing clients, and establish strong networks with the media, investors and regulatory bodies;
· Maintain knowledge on all bank products, credit standards, services and trends;
· Verify all client transactions and documents for accuracy on a regular basis.

Requirements
· University graduate with experience in clients facing role; qualifications in IIQE &HKSI would be preferred;
· Minimum 2 years’ experience in banking and customer service (experiences in banking sales/private banking will be a definite advantage);
· Knowledge of the private banking/treasury products, operations and relevant policies and procedures;

· Sound communication and customer relationship management skills;

· Self-motivated and able to work under pressure;
· Good command of both verbal and written English and Chinese.

Salary package will be discussed during the interview process and is negotiable based on experience and qualifications.


Job recruitment 

General Manager Assistant

Responsibilities

· Act as a key point of contact for our family office, providing administrative support to the General Manager;

· Assist in the preparation of reports, presentations, and various correspondences;

· Collaborate with other departments to ensure seamless operations and communication;
· Conduct research and analysis on investment opportunities as required;
· Ensure the General Manager is well-prepared for meetings with a thorough understanding of agendas, outcomes, and follow-up actions;
· Maintain confidentiality and discretion in all matters.

Requirements 

· Bachelor’s degree in Business Administration, Finance, or a related field;

· Minimum of 3 years of experience in a similar role or within the financial services industry;
· Excellent command of English and proficiency in additional languages is a plus;
· Strong organizational, time management, and interpersonal skills;
· Proficiency in Microsoft Office Suite and experience with CRM software;
· Ability to work independently and as part of a team;
· High level of professionalism and discretion;
· A valid driver's license is required as occasional driving for the General Manager may be necessary.


Salary package will be discussed during the interview process and is negotiable based on experience and qualifications.




Join us!


工作地點:中環


How to apply


 

Please send your full CV to 
hermitchan@g70capital.com






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