Wealth Management Advisor
24 hours ago
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 clients, including insurance plans, retirement planning, employee benefits, and trust and estate services. AMG became a part of the FWD family in February 2016, further enhancing its capabilities to deliver client-focused financial solutions. Role Description This is a full-time on-site role based in Hong Kong SAR for a Wealth Management Advisor. The advisor will build and manage client relationships, develop tailored financial plans, and provide comprehensive advice on investment strategies, retirement planning, insurance solutions, and wealth management services. Additional responsibilities include identifying new business opportunities, conducting market research, and staying informed about financial trends. Qualifications Strong background in Financial Planning and Retirement Planning Knowledge of Investment strategies and Wealth Management Services Proficiency in Finance principles and solutions Excellent interpersonal, communication, and client relationship-building skills Ability to analyze market trends and develop personalized financial strategies Bachelor’s degree in Finance, Economics, Accounting, or a related field Certifications such as CFP, CFA, or equivalent are highly desirable Proven track record in financial advising or wealth management is an advantage Seniority level Entry level Employment type Full-time Job function Finance and Sales Referrals increase your chances of interviewing at AMG FINANCIAL GROUP by 2x #J-18808-Ljbffr
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hong kong, Hong Kong SAR China Channel 8 Wealth Management Limited Full timeA financial services company in Hong Kong is seeking a motivated individual to conduct financial needs analysis and provide tailored wealth management proposals to clients. The ideal candidate will have a diploma or degree, preferably in finance or related fields, and a basic understanding of financial markets. Proficiency in English and Chinese, including...
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Wealth Advisor
2 days ago
Hong Kong, Hong Kong SAR China Mercor Full timeMercor 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...
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Advisor Trainee in Wealth
24 hours ago
Hong Kong Island, Hong Kong SAR China Global Job Consulting Co. Full timeAdvisor 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...
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Wealth Management Operation Officer
3 days ago
Hong Kong Island, Hong Kong SAR China Blackhorn Wealth Management Limited Full timeBlackhorn Wealth Management is an independent asset management firm based in Hong Kong with SFC Type 4 & Type 9 licenses. Our team draws on decades of experience in private wealth and institutional investing to provide best‑class wealth solutions for our clients and their families. Our mission is simple: we provide clients with informed investment...
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Wealth Management Operations Specialist
3 days ago
Hong Kong Island, Hong Kong SAR China Blackhorn Wealth Management Limited Full timeA leading asset management firm in Hong Kong is looking for a Wealth Management Operation Officer. This role focuses on supporting the Wealth Management business by handling operations and service requests. The ideal candidate will have a degree in a related field, strong proficiency in English and Chinese, as well as excellent interpersonal skills. A...
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Wealth Management/Advisor
3 days ago
hong kong, Hong Kong SAR China AIA Limited Full timeJob 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...
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(Senior) Relationship Manager
3 days ago
Hong Kong Island, Hong Kong SAR China Delta Asia Wealth Management Limited Full time(Senior) Relationship Manager - Wealth Management At Delta Asia Financial Group, we foster a supportive and empowering environment that enables our employees to shape rewarding career journeys. We are committed to your professional growth and development, and to creating a workplace culture that values collaboration, innovation, and excellence....
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Private Wealth Advisor
3 days ago
Hong Kong Island, Hong Kong SAR China Randstad Hong Kong Limited Full timeAbout 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,...
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Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeA leading wealth management firm in Hong Kong is seeking a mid-senior level Relationship Manager specializing in Chinese high-net-worth clients. The role involves managing client portfolios, providing investment advisory services, and ensuring compliance. Ideal candidates will have extensive experience in wealth management, fluency in Mandarin, and a proven...
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Wealth Management/ Financial Advisor
3 days ago
hong kong, Hong Kong SAR China AIA Limited Full timeEmployer: 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...