Wealth Management

HFOP Module 10 - Human Resources Management



By the end of this module, you will be able to:
- State the challenges in human resource for Family Offices
- Explain the importance of having clearly defined purpose, structure and strategy
- Describe how to implement a professional recruitment process, including the best practice in conducting a robust sourcing, interview and offer process
- List the steps in monitoring performance and offer professional development
- Describe how to implement a secure and thorough governance process for all team members

Content Highlight

Part 1 - Pre-reading materials
(i) Family Office Hiring Guide
(ii) Robert E Quinn and Kim S. Cameron's Culture Typology
(iii) The Importance of Mental Health Strategies in Attracting Top Talent
(iv) Career Trajectories to the Top: How to Climb the Family Office Ladder

Part 2 - Presentation Slides of the eCourse

Part 3 - Human Resources Management*
(i) Introduction
(ii) Section 1: Setting the Scene
(iii) Section 2: Recruitment
(iv) Section 3: Management and Retention
(v) Section 4: HR Governance
(vi) Conclusion

Part 4 - Quiz*
The quiz consists of 15 questions where learners have 3 attempts to achieve at least 80% with correct answers as a pass.

Part 5 - Post-reading materials
(i) Agreus Global Family Office Compensation Benchmark Report 2020
(ii) Agreus Global Family Office Bonus Benchmark Report 2021
(iii) Sample Job Description
(iv) Sample Offer Letter
(v) Sample Contract of Employment
(vi) Agreus - The Complete Cultural Fit Guide
(vii) Morgan Stanley Family Office Compensation Report 2019

*mandatory parts to complete

Who Should Attend

(1) Professionals who are keen to succeed in the world of family office management
(2) Individuals who want to set up their own family office
(3) Practitioners who wish to take their career to the next level or looking for a role in the industry

Administrative Details

Relevant Subject
Type 9 - Asset management
SFC:1.00, PWMA:1.00
All Member: HKD775
Chinese Securities Association of Hong Kong (HKCSA): HKD1,085
Non-Member: HKD1,550
Staff of Corporate Member: HKD775