Bancassurance Wealth Advisor

A well-known bank in Asia is seeking a Financial Planning Manager to join its Consumer Banking Group & Wealth Management team. The role involves acquiring new bancassurance business and identifying customer financial needs through effective analysis. Candidates should possess a degree in Business or Finance and at least 3 years of relevant experience in...

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...

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 banking institution in Hong Kong seeks a dedicated professional for bancassurance sales. The role focuses on enhancing relationships with existing and prospective clients, developing new business, and assisting branch managers in managing customer portfolios. Candidates must hold a degree, possess relevant experience in insurance or banking, and...

A leading bank in Asia is seeking a candidate for bancassurance sales, requiring a degree in Business or Finance and at least 3 years of relevant experience. The role involves acquiring new business, conducting financial needs analysis, and ensuring compliance with regulatory standards while providing excellent customer service. Ideal candidates should...

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...

About the Company A premier global investment bank and financial services firm with a sterling reputation for handling sophisticated transactions and managing significant wealth. We serve the most discerning clients—ultra-high-net-worth individuals, institutions, and corporations—providing tailored solutions across capital markets, investment banking,...

An International Insurance Company, providing one-stop risk- and wealth-management services with her scope of business ranges from insurance, investment, and retirement to MPF. To cope with her business expansion, they are looking for result-driven and highly motivated Bancassurance Professional to join their Team. Responsibilities: Prepare sales and...

Advisor Trainee in Wealth & Asset Management About the role As an Advisor Trainee in Wealth & Asset Management, you will play a crucial role in helping clients achieve their financial goals. Based in the vibrant Wan Chai District, this full‑time position offers an exciting opportunity to develop your skills and expertise in the dynamic world of financial...

Job Posting: Graduate Wealth Advisor (Elite Development Program) Employer: Success Peter Family, AIA (Hong Kong) Job Type: Full Time Career Level: Fresh Graduate, Entry Level Qualifications: Bachelor’s Degree (All Disciplines Welcome) Salary: Competitive Package (Base Salary + Uncapped Commission + Performance Bonus) Location: Hong Kong Job Description We...