為複智執行董事及持牌負責人。Tony擁有逾十年的資產管理經驗，為眾多知名上市公司企業主及個人提供財富投資管理建議，累計管理投資者資金超過50億元。

Tony畢業于香港大學財務策劃專業，獲得香港CFP國際認證。現主要負責中國大陸地區家族客戶財富管理及企業投融資業務。

Tony Zhang

複智持牌負責人員。Terrence擁有逾二十年金融行業經驗，特別於資產管理、證券諮詢、風險管理。

Terrence畢業于香港理工大學，並取得清華大學金融專業研究生學位及香港中文大學金融MBA學位。

Terrence Wong

財富管理合規总监（全職） / Wealth Management Compliance Director (Full-Time)

發佈時間：2026年3月27日

1.負責跨境客戶（尤其是內地高淨值客戶）的准入審核，完成KYC及CDD流程，並參與客戶反洗錢風險評估，根據客戶背景進行風險評級，審閱財富來源等相關材料；

2.主導設計並迭代跨境資管產品的法律解決方案，包括離岸基金架構設計（開曼/BVI SPC、ELP）及相關法律檔（跨境交易協議、客戶協議、專戶協議等）；

3.負責跨境業務日常法律檔審閱、中英文合同起草、審核與談判，包括：跨境NDA、跨境戰略合作/分銷協議（對接內地、香港合作方）等；

4.結合香港SFC、內地證監會/外管局等多地監管要求，協助制定、更新並培訓公司跨境合規手冊及跨司法管轄區風險操作規程；

5.聯動市場、產品等部門評估新產品的法律風險，並視需要及時溝通外部律師，由其協助跟蹤及解讀監管動態（如香港證監會SFC新規）

Job Duties:

1.Lead the onboarding and admission review of cross-border clients, with a focus on Mainland Chinese high-net-worth individuals. Complete KYC and CDD procedures, conduct AML risk assessments, assign risk ratings based on client profiles, and review source-of-wealth documentation.

2.Lead the design and ongoing enhancement of legal solutions for cross-border asset management products, including offshore fund structures (e.g., Cayman/BVI SPC, ELP) and related legal documentation (cross-border transaction agreements, client agreements, and separately managed account agreements).

3.Handle the day-to-day legal review of cross-border documents, and draft, review, and negotiate bilingual (Chinese/English) contracts, including cross-border NDAs, strategic cooperation agreements, and distribution agreements with partners in Mainland China, Hong Kong, and other jurisdictions.

4.Support the development, updating, and training rollout of the firm’s cross-border compliance manual and cross-jurisdictional risk procedures, taking into account regulatory requirements from the Hong Kong SFC, Mainland China CSRC/SAFE, and other relevant authorities.

5.Work closely with the Marketing and Product teams to assess legal risks associated with new products, and coordinate with external counsel as needed to monitor and interpret regulatory developments (e.g., new rules issued by the Hong Kong SFC).

任職要求：

1.法學學士或以上學歷（LLB/JD）：持有有致的法律執業資格（PRC/HK/US/UK）；

2.擁有5年以上金融機構資管法務方向工作經驗，或5年以上金融律師從業經驗；參與過大型公司或跨國公司合規並購案例，或具備跨國金融法律實務經驗者優先；

3.熟悉FATCA/CRS等跨境稅務合規機制，瞭解內地外匯管制政策及離岸司法管轄區基金監管框架者優先；

4.熟悉HKMA、SFC，AMLO等監管規與條例及市場監管實踐；

5.具備優秀的跨部門溝通與協作能力，能獨立主導跨法域合規專案；

Job Requirements:

1.Bachelor’s degree or higher in Law (LLB/JD) with a valid legal qualification (PRC/HK/US/UK).

2.At least 5 years of experience in asset management legal/compliance roles within financial institutions, or 5 years of experience as a financial lawyer. Candidates with experience in compliance-related M&A transactions involving large or multinational corporations, or cross-border financial legal practice, are strongly preferred.

3.Familiarity with cross-border tax compliance regimes such as FATCA/CRS is a plus, as is knowledge of Mainland China’s foreign exchange control policies and the fund regulatory frameworks of offshore jurisdictions (e.g., Cayman, BVI).

4.Solid understanding of relevant regulatory frameworks and ordinances, including HKMA, SFC, and AMLO, as well as market conduct practices.

5.Strong cross-functional communication and collaboration skills, with the ability to independently lead cross-jurisdictional compliance projects.

請將您的簡歷發送至 hr@forwise-hk.com

 

 

大中華投資經理（華東及華南重點區域） / Investment Manager (East&South Region, Greater China)

發佈時間：2025年4月18日

1.重點開發內地長三角及大灣區高淨值客戶群體，提供涵蓋股票、債券、保險等多元資產的定制化配置方案，包括家族財富保護、家族財富管理與傳承、家族企業服務及其他配套增值服務；

2.建立並深化與內地私人銀行、家族辦公室及專業服務機構的合作網絡；

3.制定並執行華東及華南區域業務發展策略，重點挖掘上海、杭州、深圳等核心城市的市場機會；

4.深入瞭解大陸金融市場的特點、監管政策、投資者偏好等因素，通過市場調研和數據分析，開發大陸市場，尤其華東華南地區有赴港投資意願的高凈值客戶，並維護客戶關係；

5.定期檢視客戶投資組合表現，根據市場變化及時優化調整策略。

Job Duties:

1.Acquire and serve HNW clients in the Yangtze River Delta (Shanghai/Hangzhou) and Greater Bay Area (Shenzhen/Guangzhou);provide customized asset allocation solutions (stocks, bonds, insurance, etc.), including family wealth protection, succession planning, and corporate advisory services.

2.Establish and strengthen relationships with private banks, family offices, and professional service providers in mainland China;

3.Develop and execute East & South China market expansion strategies, targeting key cities (Shanghai, Hangzhou, Shenzhen);

4.Conduct in-depth analysis of mainland financial market trends, regulations, and investor behavior; identify and engage HNW clients in East&South China with offshore investment needs;

5.Regularly review client investment portfolios, adjusting strategies based on market conditions.

任職要求：

1.本科及以上學歷，金融、經濟學、投資管理、金融法、工商管理、行銷相關專業優先；或 具備 6年以上金融、資產管理、私募股權、私人銀行或戰略投資領域 的資深行業經驗（必要條件）；

2.一定的行業資源，內地（尤其針對華東華南地區）高淨值客戶資源，或與財富管理機構、家族辦公室、私人銀行、券商等機構的深度合作網絡（必要條件）；

3.出色的客戶溝通與關係管理能力和團隊領導力優先，具備 5人以上團隊管理經驗，擅長激勵團隊並推動業績增長；

4.擁有相關資質證書優先；

5.大陸及香港金融市場監管政策，瞭解兩地投資者偏好及合規要求。

Job Requirements:

1.Bachelor's degree or above in Finance, Economics, Investment Management, Financial Law, Business Administration, Marketing,etc; OR minimum 6+ years of industry experience in finance, asset management, private equity, private banking, or strategic investments;

2.Strong connections with high-net-worth (HNW) clients in mainland China (especially East & South China);OR deep collaboration networks with wealth management firms, family offices, private banks, and securities firms;

3.Excellent client communication & relationship management skills; and leadership ability, with experience managing 5+ team members and driving performance growth;

4.Relevant qualifications are preferred;

5.Strong familiarity with mainland China & Hong Kong financial regulations, investor preferences, and compliance requirements.

請將您的簡歷發送至 hr@forwise-hk.com

 

 

大中華（華東區）客戶投資經理 / Greater China (Eastern China Region) Investment Manager

發佈時間：2024年3月15日

1. 深入瞭解大陸金融市場的特點、監管政策、投資者偏好等因素;

2. 開發大陸市場客戶資源，尤其是華東地區有赴港投資意願的高淨值客戶，並維護客戶關係；

3. 深入研究和分析香港及全球各種資產類別的市場走勢和投資機會，為客戶提供全面的財富管理諮詢服務，包括但不限於資產配置、投資組合管理、資產傳承等方面；

4. 定期跟進客戶投資組合的表現，根據市場變化和客戶需求調整投資策略，提供高水準的投後服務；

5. 遵守公司制定的各項政策、規定和法律法規，保證業務活動的合規性和透明度。

Responsibilities:

1. Gain an in-depth understanding of the characteristics of the mainland China financial market, including regulatory policies, investor preferences, and other relevant factors;

2. Develop client resources in the mainland market, particularly focusing on high net worth clients in the East China region who express interest in investing in Hong Kong, and maintain client relationships；

3. Conduct thorough research and analysis of market trends and investment opportunities across various asset classes in Hong Kong and globally to provide comprehensive wealth management consulting services to clients, covering aspects such as asset allocation, investment portfolio management, and asset inheritance；

4. Regularly follow up on client investment portfolios' performance, adjust investment strategies according to market changes and client needs, and deliver high-level post-investment services；

5. Adhere to the company's policies, regulations, and legal requirements, ensuring compliance and transparency in all business activities.

任職要求：

1. 本科及以上學歷，金融、經濟學、投資管理、法律、工商管理、行銷等相關專業優先；或金融、保險領域6年以上外資銀行、保險公司等金融機構工作經驗（必要條件）；

2. 擁有一定規模的高淨值及超高淨值大陸客戶資源，客戶關係粘度高（必要條件）；

3. 擁有相關證書如CFA、CPA等資格優先考慮；

4. 熟悉大陸金融市場的監管政策、投資偏好、交易機制，具有較強的市場分析能力；

5. 具有較強的團隊合作精神和自我驅動能力，能夠在壓力下有效地管理時間和任務；

6. 具備良好的客戶服務意識和溝通能力，能夠與不同層次的客戶建立信任和合作關係。

Job Requirements:

1. Bachelor's degree or above, preferably in Finance, Economics, Investment Management, Law, Business Administration, Marketing, or related fields; Or at least 6 years of work experience in foreign banks, insurance companies, or other financial institutions in the financial or insurance field (mandatory requirement)；

2. Possess a substantial network of high net worth and ultra-high net worth mainland Chinese clients, with high client retention rates (mandatory requirement)；

3. Relevant certifications such as CFA, CPA, etc. are preferred；

4. Familiar with mainland China's financial market regulations, investment preferences, trading mechanisms, and possess strong market analysis skills;

5. Strong team spirit and self-driven ability, capable of effectively managing time and tasks under pressure；

6. Excellent customer service awareness and communication skills, able to establish trust and cooperation with clients at different levels.

請將您的簡歷發送至 hr@forwise-hk.com

 

 

大中華（華中區）投資顧問 / Greater China (Central China Region) Investment Manager

發佈時間：2024年3月14日

1. 深入瞭解大陸金融市場的特點、監管政策、投資者偏好等因素，通過市場調研和資料分析，開發大陸市場，尤其是華中地區有赴港投資意願的高淨值客戶，並維護客戶關係；

2. 依託公司的投研能力和產品矩陣為客戶提供有關股票、債券、保險等投資組合的建議和分析，制定相應的投資策略；提供全方位定制化的財富管理服務，包括家族財富保護、家族財富管理與傳承、家族企業服務及其他配套增值服務；

3. 與大陸市場的潛在客戶建立和維護良好的關係，包括個人投資者、機構投資者等。通過電話、郵件、面談等方式與客戶溝通，瞭解投資需求和偏好，提供專業的投資諮詢服務；

4. 追蹤客戶的投資組合，做好投後工作，及時與客戶溝通，進行投資組合調整。

Responsibilities:

1. Deeply understand the characteristics of the mainland financial market, regulatory policies, investor preferences, and other factors; develop the mainland market, especially in the Central China region, targeting high net worth clients with investment intentions in Hong Kong through market research and data analysis, and maintain client relationships.

2. Utilize the company's research capabilities and product matrix to provide clients with advice and analysis on investment portfolios such as stocks, bonds, insurance, etc.; develop corresponding investment strategies; provide comprehensive customized wealth management services, including family wealth protection, family wealth management and inheritance, family business services, and other value-added services.

3. Establish and maintain good relationships with potential clients in the mainland market, including individual investors, institutional investors, etc.; communicate with clients through phone calls, emails, meetings, etc., to understand investment needs and preferences, and provide professional investment advisory services.

4. Track clients' investment portfolios, perform post-investment work, communicate with clients promptly, and adjust investment portfolios as needed.

任職要求：

1. 金融、經濟、法律、行銷、工商管理等相關專業本科及以上學歷；或金融、保險領域6年以上外資銀行、保險公司、家族辦公司等金融機構工作經驗（必要條件）；

2. 擁有一定規模的高淨值及超高淨值大陸客戶資源，客戶關係粘度高, 信任基礎強（必要條件）；

3. 熟悉大陸金融市場的監管政策、投資偏好、交易機制，具有較強的市場分析能力；

4. 具備良好的客戶服務意識和溝通能力，能夠與不同層次的客戶建立信任和合作關係；

5. 具有較強的團隊合作精神和自我驅動能力，能夠在壓力下有效地管理時間和任務。

Job Requirements:

1. Bachelor's degree or above in relevant fields such as finance, economics, law, marketing, business administration, or equivalent; or a minimum of 6 years of work experience in financial institutions such as foreign banks, insurance companies, family offices, with a focus on finance and insurance (mandatory requirement).

2. Possess a significant network of high net worth and ultra-high net worth mainland Chinese clients, with strong client relationship retention and a foundation of trust (mandatory requirement).

3. Familiarity with regulatory policies, investment preferences, and trading mechanisms in the mainland financial market, with strong market analysis skills.

4. Excellent customer service orientation and communication skills, capable of building trust and cooperative relationships with clients of different levels.

5. Strong team spirit and self-motivation, capable of effectively managing time and tasks under pressure.

請將您的簡歷發送至 hr@forwise-hk.com

 

 

投資組合經理 / Portfolio Manager

發佈時間：2024年3月14日

1. 負責管理投資組合，監督投資策略的執行情況，對投資組合業績進行定期評審;

2. 負責固定收益類投資組合建設與管理，包括投資池維護、投資組合倉位元調整、業績與風險分析等;

3. 負責標的基金盡職調查，撰寫DD報告/投資備忘錄，在宏觀環境方面進行深入的基金研究，定期編寫自上而下的投資組合行業分析報告及資產配置;

4. 處理特別問詢，並根據需要承擔其他行政或分析工作。

Responsibilities:

1. Responsible for managing portfolio, monitoring the implementation of investment strategies and conducting periodical reviews on portfolio performances;

2. Responsible for Fixed Income portfolio construction and management, including investment pool maintenance, portfolio position adjustment, performance and risk analysis, etc;

3. Responsible for underlying funds' due diligence, writing DD reports/investment memo, conducting in-depth fund research in terms of macro-environment and preparing top-down analysis reports of portfolio industry as well as asset allocation regularly;

4. Handle ad-hoc enquiries and undertake other administrative or analytical work as required.

任職要求：

1. 全球知名院校的經濟學、金融學、統計學和數學專業學位，持有CFA或FRM特許證優先;

2. 至少3年在知名金融機構從事投資組合管理的經驗;在管理機構規模資本方面有良好的記錄，具有扎實的量化投資專業知識的候選人優先考慮;

3. 具有團隊合作精神，責任心強，學習能力強，能在壓力下工作，注重細節;

4. 具有良好的中英文書面及口頭溝通能力。

Job Requirements:

1. Degree in Economics, Finance,Statistics and Mathematics from prestigious academic institutions, CFA or FRM chartered holder is preferred;

2. Minimum 3 years experience in portfolio management at prestigious financial institutions;

3. Proven track record in managing institutional size capital and candidate with solid quant-investing expertise would be highly preferred;

4. Team player with a strong sense of responsibility and a quick learner who can work under pressure with a detail-oriented mindset;

5. Good written and verbal communication capabilities in both English and Mandarin.

請將您的簡歷發送至 hr@forwise-hk.com

 

 

戰略規劃和業務發展總監

發佈時間：2024年3月4日

1. 戰略規劃:進行全面的市場分析，包括市場研究、競爭分析和可行性研究，以確定增長領域和投資機會;協助公司制定並執行大中華地區的擴張計畫；

2. 業務開發:與跨職能團隊合作，識別和評估業務機會，提供戰略指導和支援，以推動市場擴張;協助公司確定潛在的降本增效機會，以優化運營底線；

3. 關係管理:發展和維護與監管機構、戰略合作夥伴和主要管道合作夥伴的關係;探索戰略合作夥伴關係，尋求公司與合作夥伴之間的協同效應。

任職要求：

1. 市場行銷、財務或相關專業本科以上學歷。

2. 在戰略發展、業務合作、投資分析和推動業務增長方面有成功的記錄。

3. 結果導向的思維模式，專注於推動績效和實現目標。

4. 英語流利。

請將您的簡歷發送至 hr@forwise-hk.com

 

 

COO

發佈時間：2023年6月5日

崗位職責：

1. 負責公司的整體運營工作，包括中後臺各個部門的日常工作及部門協同；

2. 向公司CEO彙報，根據董事會及CEO制定的戰略方向，推動公司運營相關的工作；

3. 匯總公司各項運營指標及趨勢，供管理層參考及決策，通過資料分析達到降本增效的目

任職要求：

1、本科及以上學歷，金融、經濟或相關學科背景優先；

2、3年及以上在銀行、券商、信託、私募基金等金融機構的從業經驗

3、具有良好的金融同業關係，較強的資訊收集和材料撰寫能力；

4、獨立工作能力強，態度積極，有敬業精神和解決問題的能力；

請將您的簡歷發送至 hr@forwise-hk.com

 

 

投資顧問

發佈時間：2023年6月8日

1. 負責高凈值客戶開發和關係維護 ，向客戶提供專業的投資建議；

2. 依託公司的投研能力和產品矩陣，結合客戶的個性化需求，制定資產配置方案；

3. 追蹤客戶的投資組合，努力做好投後工作，及時與客戶溝通，進行投資組合的調倉和再

任職要求：

1、本科及以上學歷，金融類和行銷類相關專業優先；

2、3-5年以上知名外資銀行/股份制銀行/大型財富管理機構/信託/券商/基金等金融公司工作經驗，或移民留學、高端房產、俱樂部、會所、奢侈品，家族信託等相關行業銷售管理經驗；

3、擁有一定規模的高淨值及超高淨值客戶資源，客戶關係粘度高，客戶開發與管理能力強，客戶關係維護能力強；

請將您的簡歷發送至 hr@forwise-hk.com

 

 

行政助理

發佈時間：2023年6月8日

1、負責來訪客人接待，對訪客進行登記、引導，並及時通知被訪人員；

2、負責公司日常會議管理及支持；

3、協助各部門同事進行商務行程的安排及預訂；

4、負責組織、策劃員工活動，撰寫宣傳文案及活動方案；

任職要求：

1. 統招本科以上學歷，2年以上行政崗位經驗；

2. 工作積極主動、細緻周到、責任心強，具有較強的團隊合作精神和服務意識；

3. 性格好，踏實肯幹，身體力行踐行公司企業文化和價值觀；

4. 能熟練運用Office辦公軟體，會使用圖片/視頻編輯軟體者優先。

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投資經理（生物醫藥項目）/ Investment Manager (Biopharmaceutical Project)

發佈時間：2023年7月9日

1. 投资资源拓展：負責聯繫與洽談生物醫療機構、投資機構等投資人，推動資金募集，確保公司在生物醫藥領域投資項目的穩定資金支持。

2. 市場研究：深入研究生物技術與醫藥行業的政策、趨勢和競爭格局，發掘具有潛力的投資機會，並向公司管理層提供市場洞察與策略建議。

3. 項目對接與評估：協助投資端進行項目評估，參與盡職調查、商業模式分析及財務模型建立，確保融資端與投資端的緊密協作。

4. 投資者關係管理：定期向投資者報告公司投資進展與項目運營成果，提升透明度，並維護良好的合作關係。

5. 資源整合與創新：與行業專家、政策制定者及其他相關方建立聯繫，構建公司在生物醫藥領域的資源網絡，推動多方協同合作。

Responsibilities:

1. Investment Resource Expansion: Responsible for liaising and negotiating with biotechnology and healthcare institutions, investment organizations, and other investors to drive fundraising efforts, ensuring stable financial support for the company’s biopharmaceutical investment projects.

2. Market Research: Conduct in-depth research on policies, trends, and competitive landscapes within the biotechnology and pharmaceutical industries, identifying potential investment opportunities, and providing market insights and strategic recommendations to company management.

3. Project Coordination and Evaluation: Assist the investment team with project evaluations, participate in due diligence, business model analysis, and financial modeling, ensuring close collaboration between the financing and investment teams.

4. Investor Relations Management: Regularly report on the company’s investment progress and project outcomes to investors, enhancing transparency and maintaining strong, collaborative relationships.

5. Resource Integration and Innovation: Build connections with industry experts, policymakers, and other stakeholders to establish the company’s resource network in the biopharmaceutical field, promoting multi-party collaboration.

任職要求：

1. 本科及以上學歷，具生物科技、醫療、金融、工商管理等相關專業背景；或具備10年以上醫藥行業創投經驗；

2. 熟悉內地生物技術與醫藥行業市場，擁有豐富內地醫療機構投資資源者優先；

3. 熟悉內地生物醫藥市場運行規律，具備直達決策層的資源整合能力，並擁有卓越的項目評估、風險控制及商業判斷能力；

4. 善於溝通與談判，能高效對接政府、資本及行業合作方，推動資金及項目的順利落地；

5. 目標導向，執行力強，能在高壓環境中高效完成招商與融資任務。

Job Requirements:

1. Bachelor’s degree or above in biotechnology, healthcare, finance, business administration, or related fields; or over 10 years of venture capital experience in the pharmaceutical industry.

2. Demonstrated expertise in the biotechnology and pharmaceutical market, with preference given to candidates possessing extensive investment resources within mainland healthcare institutions

3. Profound understanding of the operating dynamics of the mainland biopharmaceutical market, with the ability to integrate resources directly at the decision-making level, and exceptional skills in project evaluation, risk control, and business judgment.

4. Strong communication and negotiation skills, capable of efficiently liaising with governments, capital entities, and industry partners to facilitate the successful implementation of funding and projects.

5. Goal-oriented with strong execution capabilities, able to effectively complete investment attraction and financing tasks under high-pressure environments.

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市場經理

發佈時間：2023年8月15日

1. 協助團隊專案承攬階段的專案方案撰寫、演說和專業策劃工作。

2. 配合日常客戶關係以及合作仲介關係維護。

3. 其他輔助性工作

任職要求：

1. 本科及其以上學歷，具有外語/金融/經濟/法律/工商管理/新聞傳播/公共關係相關專業。

2. 具有較強的溝通和表達能力，良好的團隊合作精神，富有責任感和創新能力。

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