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Post date: 01 Sep 2025
Job ref no.: 85281718060494
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家族辦公室銷售經理

GELD Consultant Company
Job description
Company Overview
Job Highlights
  • 與投資顧問、法律、信託及稅務團隊緊密合作,提供一站式服務
  • 建立高端客戶網絡,提升客戶忠誠度及資產規模
  • 定期參與高端商務活動、論壇及私享會,擴展市場及品牌影響力
  • 主動開拓及維護高淨值客戶(HNW / UHNW)及家族辦公室關係

  • 向潛在客戶介紹公司家族辦公室服務,包括資產配置、稅務策劃、信託架構、傳承安排等

  • 理解客戶的長遠財務目標與家族需要,提供客製化整合方案

  • 與內部跨部門(如投資顧問、信託律師、稅務顧問等)合作,組織多元服務團隊

  • 推動公司在家族辦公室領域的品牌建設與市場影響力

  • 跟進客戶方案執行進度,確保服務質素與滿意度

  • 定期參與行業活動、論壇或研討會,拓展潛在客戶及合作夥伴網絡

More Information
Job ref no.:
85281718060494
Whatsapp number:
59600696
Salary:
Negotiable
Working Location:
Anywhere in Hong Kong , Kowloon- Tsim Sha Tsui
Education Level:
Form 7 or above,Certificate,Diploma,Associate Degree / Higher Diploma,Bachelor Degree
Year of Experience:
No work experience
Job Function:
Customer Service- Customer Service
Business Services / Consulting Services
Industry:
Business Services / Consulting Services,Customer Service,Others
Employment Term:
Full time
Career Level:
Entry,Middle,Non Management Level
Benefit:
 13-month Pay
 5-day work
 Flexible working hours
GELD Consultant Company

Geld Consultant Company是一家專業的投資移民顧問公司,總部設於香港,服務網絡遍佈中港澳及多個海外市場。我們專注為高淨值人士及企業家提供全面的境外資產配置、身份規劃及跨境財富管理服務。

我們致力協助客戶實現全球身份配置、資產保值增值及家族傳承目標,服務範圍涵蓋投資移民方案、強積金管理及家族辦公室設立與管理,提供一站式解決方案,靈活應對不同人生階段與財務需求。

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