wealth management
6 days ago
Join AlA Hong Kong - Build Your Wealth & Team Across Greater China Calling all ambitious graduates and top-tier talents AlA Hong Kong, Asia's premier insurance and wealth management leader, is expanding its Premier Advisor Program to capture booming opportunities in Mainland China and the Asia Area. This is your chance to grow with us Why AlA Now? Pioneer in Cross-Border Wealth Management: Exclusive access to high-net-worth clients in Mainland China Specialized training on cross-border tax/estate planning and multi currency-denominated products. High-Caliber Talent Fast Track: As an exceptional performer (HighFlyer/Global Talent), accelerate your path to Team Leadership by recruiting and mentoring junior members. Earn dual income streams: Personal business commissions + team override bonuses. What We Offer Wealth Specialist: Differentiate yourself with AlA's accredited program for serving mainland clients and clients across the world. Givers Support: Usage of Prestige Club House and Facilities for qualified advisors. First-Year Success Kit: Guaranteed client referral skill + premium product training to jumpstart your portfolio. Ideal Candidates Are: Graduates with multilingual abilities (Cantonese, English, Mandarin) eager to serve clients from different area. Natural leaders who aspire to build their own advisory teams. Self-starters who see the potential in China's $27 trillion wealth market. My Personal Commitment "As an AlA Senior Director, I've helped 150+ team members achieve HKD 100K+ annual income within 3 years. Let me mentor you to replicate this success" Act Now - Limited 2025 Intake Apply via Attach your CV with a 3-sentence pitch on "Why I'll Thrive in Cross-Border Wealth Management". Unlock job insights Salary match Number of applicants Skills match Your application will include the following questions: Which of the following statements best describes your right to work in Hong Kong? What's your expected monthly basic salary? How many years' experience do you have in a wealth management? Which of the following languages are you fluent in? Are you available to work outside your usual hours when required? (e.g. weekends, evenings, public holidays) Are you willing to undergo a pre-employment background check? How much notice are you required to give your current employer? Do you have any leave planned in the next 6 months? AIA AIA Hong Kong & Macau has always recognized the importance of engaging in people’s lives. We uphold our brand promise of being a real life company to make a positive difference by helping people live longer, healthier, and better lives. We have gained insights from serving our customers over many generations. From product design, front line and support services to talent nurturing, these customer insights have helped us uphold the highest standard across all aspects of our business. AIA’s financial planners serve our customers with utmost sincerity and help them to turn their intangible feeling of love into something real, by protecting their loved ones with an insurance policy. Researching careers? Find all the information and tips you need on career advice. #J-18808-Ljbffr
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Wealth Management Manager
6 days ago
Kowloon, Hong Kong SAR China Channel 8 Wealth Management Limited Full timeConduct financial needs analysis and risk tolerance assessment for potential and existing clients Prepare wealth management proposals tailored towards clients' needs Provide wealth management and investment advice to clients Advise clients on selection of MPF schemes and underlying investment choices Engage in networking and marketing activities to expand...
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Wealth Management Trainee: Digital Skills
6 days ago
Kowloon, Hong Kong SAR China ZIPP Wealth Management Ltd Full timeA dynamic wealth management platform in Hong Kong is looking for a Wealth Management Associate. This role connects clients with financial solutions, ensuring personalized service through comprehensive training. Ideal candidates are fresh graduates with strong digital enthusiasm, communication skills, and a drive for excellence. The position offers...
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Kowloon, Hong Kong SAR China ZIPP Wealth Management Ltd Full timeA dynamic wealth management firm in Hong Kong is seeking a Wealth Management Associate to act as the liaison between clients and the team. This role requires strong communication and interpersonal skills, proficiency in English and Chinese, and a passion for digital innovation. Fresh graduates are encouraged to apply. The firm offers a competitive salary...
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Relationship Manager, Wealth Management
6 days ago
Kowloon, Hong Kong SAR China Maxwell Wealth Management Full timeRelationship Manager, Wealth Management (Welcome China RM/ Visa Sponsored) Add expected salary to your profile for insights Responsibilities Monitor and adjust asset allocation investment plan Design and implement appropriate investment strategies and policies Conducting comprehensive risk assessment of portfolio investments Communicate asset allocation...
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Kowloon, Hong Kong SAR China ONE WEALTH MANAGEMENT Full timeA leading wealth management firm in Hong Kong is seeking candidates to provide comprehensive financial advice to high-net-worth individuals and corporate clients. The role involves designing customized financial plans, developing a client network, and leading a team. Applicants should have a university degree, excellent communication skills in English and...
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Wealth RM
6 days ago
Kowloon, Hong Kong SAR China Maxwell Wealth Management Full timeA financial services company in Hong Kong is seeking a Relationship Manager for Wealth Management. The role involves monitoring and adjusting investment strategies, conducting risk assessments, and communicating strategies to clients. Ideal candidates hold HKSI Paper 1, 7, and 8, have a Bachelor’s degree in a relevant field, and possess 3 years of...
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Strategic Wealth Management Advisor
6 days ago
Kowloon, Hong Kong SAR China Channel 8 Wealth Management Limited Full timeA leading wealth management firm in Hong Kong is seeking motivated individuals to conduct financial needs analysis and provide tailored investment advice. The role involves engaging with clients, preparing proposals, and ensuring consistent after-sale service. Candidates should hold a diploma or degree in finance, economics, or business administration, and...
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Digital Wealth Sales Executive
6 days ago
Kowloon, Hong Kong SAR China ZIPP Wealth Management Limited Full timeA financial services firm in Hong Kong is seeking a Sales Executive to enhance client relationships through digital innovation. The role involves supporting onboarding processes, preparing investment proposals, and collaborating with marketing to improve customer experiences. Ideal candidates should have 1-5 years of experience in wealth management or client...
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Wealth Management Manager/Trainee
6 days ago
Kowloon, Hong Kong SAR China Maxwell Wealth Management Full timeProvide comprehensive training to become a professional financial planner. Benefits Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus, Mortgage subsidy Fast-track Promotion Program to Management Level Free overseas travel Work-life balance opportunity We are looking for: Associate degree / higher diploma holder or...
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Kowloon, Hong Kong SAR China ONE WEALTH MANAGEMENT Full timeJob Descriptions Provide comprehensive wealth management advice to High-Net-Worth individuals and corporate clients. 為高淨值個人和企業客戶提供全面的財富管理建議。 Design tailor‑made financial plans for individuals, build portfolios while maximizing their interests through a range of investment vehicles.
