Wealth Management Advisor – Financial Planning

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 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 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...

Employer: Success Peter Family, AIA (Hong Kong)Job Type: Full TimeCareer Level: SeniorSalary: Highly Competitive Remuneration Package (1,000,000 and above Basic Salary + High-Capped Commission + Performance Bonuses)Location: Hong Kong About Success Peter Family We are not just a team; we are a legacy. The Success Peter Family is a premier group within AIA...

A prestigious wealth management firm in Hong Kong is seeking an experienced Independent Financial Advisor to provide specialized financial guidance to clients. The ideal candidate will have at least 5 years of experience in the industry and hold relevant certifications such as CFP or CFA. Responsibilities include developing personalized financial plans and...

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...

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...

Centaline Group was originally established in 1978 as Centaline Property Agency Limited. Over the years, it has evolved into a widely recognized brand, offering a diverse range of professional services, including wealth management, investment advisory, surveying, property valuation, tenancy management, mortgage referral, investment immigration services, and...

About the job Independent Financial Advisor - Hong Kong Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Hong Kong We are representing a prestigious Wealth Management firm in Hong Kong, seeking an experienced and qualified Independent Financial Advisor to join their dynamic team. As an Independent Financial Advisor, you...