Wealth Management/Advisor
3 days ago
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 are seeking ambitious, driven graduates to join our Elite Development Program. This is a unique opportunity to learn from the best, build a meaningful career in wealth management, and grow into a future leader. As a Graduate Wealth Advisor, you will receive comprehensive training and hands‑on experience to help individuals and families achieve their financial goals. You will be equipped to provide tailored solutions in wealth preservation, investment, and retirement planning. Key Responsibilities Learn and apply proven methodologies for client acquisition and financial planning. Support senior advisors in managing and growing HNW client relationships. Develop expertise in AIA’s market‑leading product suite, including USD‑denominated policies and investment‑linked plans. Build and nurture your own professional network and client portfolio. Work towards achieving industry‑recognized milestones such as MDRT. To Be a Successful Candidate, You Will Have A bachelor’s degree in any discipline. Strong interpersonal skills and a natural ability to connect with people. A proactive, resilient, and results‑driven mindset. Fluency in Cantonese and English; Mandarin is a strong advantage. No prior experience required—we provide full training. What We Offer Elite Mentorship: Learn directly from our founder, Mr. Peter Lee, P.S.D.D., and a roster of award‑winning senior advisors. Structured Training: A comprehensive, paid program covering financial planning, sales techniques, compliance, and client relationship management. Built‑In Support System: Join a collaborative “family” with dedicated buddies, team support, and access to cutting‑edge tools like the “Agency Corner” platform. Clear Career Progression: A defined path from graduate trainee to senior advisor, with opportunities to lead your own team in the future. Prestige & Recognition: Build your career under the banner of an award‑winning team trusted by clients across Hong Kong and Mainland China. About Success Peter Family We are not just a team—we are a legacy. The Success Peter Family is a premier group within AIA Hong Kong, renowned as the industry’s first “Bankers’ Team” and a leader in the high‑net‑worth (HNW) market for over three decades. Our record speaks for itself: Record‑Breaking Performance: Achieved HKD 100 million in First‑Year Commission (FYC) with a single 100‑person unit—an unprecedented Asian record. Sustained Excellence: Recognized as an MDRT District for 14 consecutive years (2011‑2024) and awarded the GAMA Master Agency Award (MAA) for 13 years. Award‑Winning Culture: Repeatedly ranked #1 in prestigious awards, including Best Investment‑Linked Assurance Scheme (ILAS) District and CEO Club Super Grand District. We are a dynamic ecosystem of top performers, and we believe in nurturing the next generation of leaders. At Success Peter Family, you won’t just start a job—you’ll launch a career with a proven dynasty behind you. #J-18808-Ljbffr
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Wealth Management Advisor
1 day ago
Hong Kong Island, Hong Kong SAR China AMG FINANCIAL GROUP Full timeCompany 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...
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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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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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Advisor Trainee in Wealth
1 day 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 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/ 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...
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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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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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Strategic Wealth Planning Advisor
3 days ago
hong kong, Hong Kong SAR China deVere Group Full timeA 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...