Family Office Services Manager

We are representing a distinguished Hong Kong-based asset management company, licensed under Type 4&9, in search of exceptional talent to join its expanding leadership team. This opportunity offers seasoned professionals the chance to contribute to a premier platform serving HNW (High-Net-Worth) clients, with a strong emphasis on family office services, wealth management, and strategic channel development.

1. Fully responsible for team management and business operations of the Family Office Services Department;
2. Responsible for tailoring exclusive, comprehensive solutions for HNW families and coordinating insurance referral business through resource integration, ensuring the delivery of core family office services alongside insurance-related initiatives;
3. Deeply maintain relationships with HNW clients, driving asset expansion, service upgrades, insurance allocation, and intergenerational wealth transfer;
4. Build and optimize the family office service system and standardized processes, collaborate with third-party service platforms, and simultaneously refine cooperation and delivery procedures for insurance referral business.

Requirement:

1. Bachelor’s degree or above, preferably in Finance, Taxation, Law, or related disciplines; candidates with overseas prestigious university backgrounds or professional certifications are highly regarded;
2. Over 5 years of relevant experience in family office or high-net-worth client wealth management, with at least 3 years of team management experience; practical experience in insurance referral and existing client resources are preferred;
3. Familiar with Hong Kong identity planning and core family office services, as well as insurance product systems and the logic of insurance allocation for high-net-worth clients;
4. Possess a strong client service mindset for high-net-worth individuals, with excellent skills in client needs discovery, solution customization, and relationship management, along with business negotiation and execution capabilities in insurance referral;
5. Demonstrate solid awareness of financial compliance, alignment with company culture, international perspective, and strong resilience under pressure;
6. Excellent communication and presentation skills, clear logical thinking, strong professional ethics, and a long-term oriented mindset.