Prestige Client Relationship Manager — Wealth Advisor

A leading financial institution in Hong Kong is seeking a Customer Relationship Manager to join its Relationship Management Team. The role involves managing relationships with Prestige clients and providing tailored financial advice aimed at wealth creation. Candidates should have a university education, strong interpersonal skills, and fluency in Cantonese...

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...

Insurance Assistant Officer / Officer (Full Time/Part Time) Prestige Wealth Group Limited, a financial services company focused on global wealth management, asset management, insurance, and consultancy services. Responsibilities Support the director in improving existing internal processes to sustain operational efficiency. Establish appropriate internal...

Responsibilities Select the insurance company and prepare proposal according to clients’ needs; Complete and follow through the whole insurance application process for clients, including any outstanding/pending issues until the policy is fully in force. Qualifications Pass the IIQE Certificate Paper 1 and 3; Extensive knowledge on insurance products and...

Handle license applications and renewals with the Insurance Authority (IA). Ensure brokerage operations comply with applicable laws and regulations. Develop and enforce risk management and compliance policies. Collaborate with departments to ensure seamless business operations. Identify and pursue business opportunities, including marketing initiatives and...

A major financial institution in Hong Kong seeks a Prestige Investment Sales Manager to lead the wealth sales distribution team. The role involves providing guidance to branches, enhancing the sales force's capabilities, and ensuring high customer satisfaction. Candidates should have a relevant degree, proven experience in retail banking, and strong...

Responsibilities Maintain close cooperation with insurance companies and sales teams to ensure smooth processes and effective communication. Select the insurance company and prepare proposal according to clients’ needs. Complete and follow through the whole insurance application process for clients, including any outstanding/pending issues until the policy...

A leading recruitment company in Hong Kong is looking for an individual to handle wealth management for high-net-worth clients. You will be responsible for building customer relationships, promoting a wide range of financial products, and understanding clients' wealth management needs. The ideal candidate should have a Bachelor’s degree in a related field...

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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...