Wealth Management Advisor: Create Custom Investment Plans

A 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...

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...

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...

Opportunity Overview sitemap_outline CORPORATE TITLE Vice President language OFFICE LOCATION(S) Hong Kong account_balance DIVISION Asset & Wealth Management Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide...

(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....

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...

Investment Consultant, Wealth Management Drive the investment sales business for a cluster of branches and provide professional advice to branches in meeting targets of investment products. Key Responsibilities Communicate with Principal Investment Consultant / District Head / Branch Manager on business progress and outlook in formulation of corresponding...

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...

Assists senior advisors in managing client relationships by providing comprehensive financial planning and investment advisory services. Conduct client meetings, assess client needs, and develop customized wealth management strategies. Conduct in-depth research and analysis of investment opportunities across asset classes, including equities, fixed income,...

Wealth Management - Investment Assistant We are seeking an Investment Assistant to support our Wealth Management team. Assist Institutional Wealth Advisor with routine tasks such as completing required paperwork and maintaining records. Respond to client inquiries and assist with account activities including opening accounts and coordinating trading...