Family Office Management Trainee (Fresh Grad / IANG / TTPS / QMAS)

Salary: 15K to 50K Job Scope Financial Planning & Reporting: Assist with detailed financial plans, budgets, investment performance, and cash flow management. Investment Portfolio Support: Evaluate, monitor, and report on investment opportunities across asset classes (e.g., private equity, real estate, alternatives). Administrative Oversight: Manage operational tasks, documentation, compliance, and transaction coordination for the family office. Relationship Management: Maintain relationships with advisors, financial institutions, and service providers to ensure smooth operations. Client Support: Collaborate with senior asset managers to address client needs, provide updates, and handle inquiries. Risk Management: Monitor and assess financial and operational risks, ensuring alignment with family goals. Special Projects: Contribute to ad hoc initiatives, including philanthropy, family governance, and strategic projects. Job Requirement Higher diploma or above or other equivalent qualifications (mainland and overseas graduates are welcome); Fresh graduates with strong interested in financial industry is also welcomed; Candidates should demonstrate integrity, strong accountability, and a proactive work ethic; Good interpersonal and communication skills. IANG / TTPS / QMAS are welcomed Preferably passed HKSI Licensing Examination Papers 1, 7 & 8, or equivalent. Preferably passed IIQE Papers 1, 2*, 3 & 5, or equivalent. Remuneration and Benefit Monthly income in first month up to HK$15,000 without any production requirement; Monthly income up to HK$50,000* Attractive commission* and bonus* Exclusive honors and award. Overseas conferences exposure. MPF Excellent career path from personal professional to management path. Comprehensive training and mentorship from experienced wealth management professionals. Opportunities for career advancement and professional development within our organization. A supportive and collaborative work environment that values diversity and inclusion. *Income is commensurate with business and work performance and is not guaranteed.