Insurance & Wealth Planning Advisor

Company Description Established in 2000, AMG Financial Group is a leading provider of wealth management and financial advisory services in the region. Backed by experienced executives, AMG excels in financial products, investment portfolio management, team development, and compliance. The company offers innovative solutions to individual and corporate...

A premier wealth tech organization in Hong Kong is seeking experienced Financial Advisors. The role involves providing bespoke financial solutions and working closely with clients. Candidates should have strong communication and analytical skills, with the ability to manage complex financial scenarios. Comprehensive training will be provided to enhance...

Mercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. We’re seeking an experienced Wealth Advisor / Private Client Advisor to build, retain, and grow relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients...

A leading financial services firm located in Hong Kong is seeking an experienced professional to develop relationships and manage prospective client situations in the wealth planning and life insurance space. The ideal candidate will hold a Bachelor's degree, possess 8 to 12 years of relevant experience, and demonstrate strong analytical and communication...

A leading wealth management consultancy in Hong Kong is looking for an experienced Independent Financial Advisor to join its dynamic team. The ideal candidate will have at least 5 years in wealth management, holding industry qualifications such as CFP or CFA. Responsibilities include fostering client relationships, conducting financial assessments, and...

Develop and execute an individual business plan, proactively grow your personal book of new business through client acquisition and deepening existing relationships; Delivery comprehensive wealth advisory services to High Net Worth (HNW), corporate, and retail clients; Analyse client financial need and risk profiles to recommend and offer tailored insurance...

Private Wealth Advisor We are seeking a high caliber professional to join our Private Banking team, reporting to the Head of Private Wealth Advisory. Responsibilities Formulate and implement insurance‑related sales and marketing plans to assist the achievement of Private Bank AOP targets. Support frontline staff by providing pre‑sales insurance portfolio...

A prominent financial services provider in Hong Kong is seeking a Wealth Management Advisor. In this full-time, on-site role, you will build client relationships, develop financial plans, and provide comprehensive advice on investment strategies. Ideal candidates should have a background in financial planning, a relevant degree, and strong interpersonal...

A leading financial institution in Hong Kong is seeking a Financial Planning Manager (Insurance Specialist) to enhance client relationships and drive bancassurance sales. You will play a key role in achieving strategic goals in wealth management and provide tailor-made advice to clients. The ideal candidate requires at least 3 years of insurance sales...

A leading financial institution in Hong Kong is seeking a Private Wealth Advisor to join its Private Banking team. The successful candidate will implement sales and marketing strategies, support frontline personnel in consultations, and drive growth in the high-net-worth market segment. Ideal applicants will have a university degree and at least 6 years of...