投資推廣署正物色充滿熱誠的申請人加入其環球家族辦公室團隊

環球家族辦公室團隊是投資推廣署與其他政府部門、監管機構及金融服務業相關持份者共同實施的一項戰略舉措。環球家族辦公室團隊將制定和實施策略，以將香港定位為亞洲領先的家族辦公室中心，並會從海外和內地物色潛在客戶，以支持他們在香港設立公司和發展。環球家族辦公室團隊的主要使命之一是透過與各行業和政府部門合作，創建及增強支持環球家族辦公室的生態系統。

環球家族辦公室團隊將由位於香港、中國內地及歐洲的家族辦公室專家組成。

職位

我們正物色在私人銀行/家族辦公室或相關專業服務方面具有豐富經驗及熱情的專才加入我們香港的辦公室。您將與投資推廣署遍佈全球的網絡及在全球主要城市的香港經濟貿易辦事處緊密合作。

這職位要求應徵者能做到業務發展、項目管理、合作發展、客戶服務及保留專才。 您將與投資推廣署總部的其他團隊及外在持份者合作，以產生協同效應。 您將透過物色客戶和與他們保持良好關係而推動以以客為本的計劃。

要勝任以上職位，你需具備：
• 支援超高淨值人士及/或家族辦公室的金融服務（曾於私人銀行及/或家族辦公室工作更佳），或金融及/或專業服務行業的全職工作經驗；
• 豐富的私人財富業務知識/經驗、良好業績記錄、卓越的營銷及業務發展技巧；
• 於實現銷售績效及與超高淨值人士或家族辦公室建立良好關係方面良好的往績記錄；
• 於跨文化環境下工作的能力，以及管理及應對超高淨值人士/家庭辦公室的需求的相關經驗；
• 代表投資推廣署於不同的與家族辦公室相關的活動、研討會或訪問中公開演講的能力，以及卓越的組織和表達能力；
• 對信託基金、稅務、法律及發牌監管要求有豐富知識者更佳；
• 卓越的項目管理技巧和適應力，以管理多個聯絡點及快速回應市場走 勢的變動；
• 管理客戶關係的經驗；
• 策劃及執行數碼推廣的經驗；
• 與內部及外部持份者（包括政府機構）於項目管理、客戶支援及外展計劃方面合作的經驗；
• 既能在壓力下獨立完成工作目標，亦能發揮團隊精神；並
• 願意出國及前往內地公幹。

職責
(1) 為環球家族辦公室團隊訂立關鍵績效指標及工作目標，並管理團隊表現，以實現既定的業績目標；
(2) 制定和推動營銷計劃，以推廣香港作為亞洲家族辦公室中心的固有優勢和獨特地位；
(3) 吸引目標家族辦公室客戶，與業界及本地持份者一起制定並推動參與計劃，建立有力的聯網並以家族辦公室為目標的渠道；
(4) 透過為客戶提供全面的服務及支援、及時跟進查詢和積極解決問題，吸引目標家族辦公室客戶來港設立和擴充業務，以及達到較高的客戶滿意度；
(5) 積極與投資推廣署其他團隊、行業夥伴和其他政府機構進行協調，以制定有效的宣傳計劃，並建立和執行路線圖，以在香港建立有利家族辦公室的生態系統；
(6) 與本地家族辦公室進行一對一的調查/訪談，並對目標地區家族辦公室的營運趨勢進行深入分析；以及
(7) 於有需要時擔任環球主管（家族辦公室）的職責。

InvestHK is looking for a passionate professional to join its Global Family Office Team
The Global Family Office Team is a strategic initiative carried out by InvestHK in conjunction with other government bureau and departments, regulators and financial services industry stakeholders. The Global Family Office team will develop and implement strategies to position Hong Kong as a leading family office hub in Asia and generate leads from Overseas and Mainland clients supporting them to set up and grow in Hong Kong. One of the key missions for the Global Family Office team is to collaborate with various industry partners and government bureaux to create and enhance the ecosystem that will support global family offices.

The Global Family Office Team will consist of family office specialists located in Hong Kong, mainland and Europe.

The Role
We are looking for enthusiastic and high calibre professionals with proven experience in private banking/family office/relevant professional services to join us in Hong Kong. You will work closely with the InvestHK global network and the Hong Kong Economic and Trade Offices in major cities around the world.
This role requires a balance of business development, events management, partnership development and clients’ servicing and retention expertise. You will collaborate with other sector teams at InvestHK Headquarters as well as external stakeholders to create synergies. You will generate leads and drive client-centric initiatives around customer acquisition, retention and client experience.

You will need to demonstrate:
• proven experience in supporting UHNWIs and/or family offices gained in financial services (preferably private banking and/or family offices) or financial and/or professional services industries;
• extensive knowledge/experience in private wealth business with a proven record of performance, excellent marketing and business development skills;
• strong track record of generating leads and successfully managing relationships with UHNWIs or family offices;
• ability to work in cross-cultural environment and experience in managing needs and dealing with demanding requests from UHNWIs and/or family offices
• excellent communication, presentation and public speaking skills to represent InvestHK to speak at different family office related events, seminars or interviews;
• strong knowledge on trust, tax, legal and regulatory licensing requirements would be an advantage;
• strong project management skills and adaptability to manage multiple touchpoints and respond quickly to changes in priorities;
• experience in managing client relationships
• demonstrate experience in developing digital marketing outreach
• previous experiences in in collaborating with both internal and external stakeholders including government bodies on events management, clients support and outreach programme;
• ability to work independently under pressure to meet performance targets and as a team player; and
• willingness to conduct international and Mainland travel.


Duties
(1) To establish KPIs and goals for the Global Family Office Team and to manage the team performance to achieve the set targets.
(2) To develop and drive marketing plans to promote the intrinsic advantages and the unique position of Hong Kong as a family office hub in Asia;
(3) To develop and drive engagement plans with industry and local stakeholders to build an effective network and to develop a pipeline of family office targets;
(4) To engage targeted family offices and achieve high level of family office clients’ satisfaction through excellent service support, timely follow up on enquiries and proactive problem solving to facilitate them to set up and grow in Hong Kong;
(5) To proactively co-ordinate with sector teams at InvestHK, industry partners and government bodies to formulate effective outreach programmes and establish and execute a roadmap to develop a conducive family office ecosystem in Hong Kong;
(6) To conduct one-on-one survey/interviews with local family offices and carry out in-depth analysis on family offices trends in specified targeted geographical regions; and
(7) To back up to act the role of Global Head of Family Office when necessary