Client Advisor

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. Were 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 through...

A leading client service company in Hong Kong is seeking a motivated Client Advisor. In this role, you'll provide thoughtful support, handle inquiries, and assist with documentation to enhance client experience. No prior experience is required, as comprehensive training will be provided. The ideal candidate should be proactive, enjoy interacting with people,...

A leading health insurance provider seeks a Direct Sales Advisor in Hong Kong to manage and convert inbound leads. The role involves conducting needs-based consultations remotely and advising affluent clients on international health insurance plans. Successful candidates will have experience in telesales, a strong understanding of health insurance products,...

Relationship Manager / Client Advisor ( Multi Family Office / EAM ) Develop and execute comprehensive strategies to acquire and manage HNW clients. Maintain long‑term relationships with clients, ensuring their evolving financial needs are met. Deliver comprehensive solutions to clients, including investment management, portfolio monitor, financial planning...

Relationship Manager / Client Advisor ( Multi Family Office / EAM ) Responsibilities Develop and execute comprehensive strategies to acquire and manage HNW clients. Maintain long-term relationships with clients, ensuring their evolving financial needs are met. Deliver comprehensive solutions to clients, including investment management, portfolio monitor,...

A next-generation wealth advisory group is seeking an experienced Wealth Advisor to build and maintain relationships with high-net-worth clients through tailored financial planning and investment strategies. This remote opportunity allows for flexible hours of 20-30 hours per week, offering seasoned advisors the chance to excel in a relationship-focused...

Job Description Direct sales Advisor Location: Hong Kong Permanent Full time Hybrid working We make health happen Job Purpose To manage and convert leads generated through the partnership where a remote sales approach is preferred or required. The Direct Sales Advisor (DSA) plays a critical role in the delivery of Bupa’s international private medical...

A leading health insurance provider in Hong Kong seeks a Direct Sales Advisor to manage and convert leads through a remote sales approach. The role involves conducting consultations with high-net-worth clients and requires proven telesales experience, strong communication skills, and a desire to work within a hybrid model. Knowledge of international private...

A leading global private bank in Hong Kong is seeking a Junior Banker/Investment Advisor to manage client relationships and operations. The ideal candidate should be a trilingual graduate with over 5 years of experience in wealth management. This role entails managing daily banking operations and providing investment advisory services. The bank offers a...

A global private bank in Hong Kong seeks a seasoned Investment Advisor for their Greater China team. The ideal candidate possesses a degree in Mathematics or Quantitative Finance with at least 12 years' experience in investment counseling. Responsibilities include evaluating portfolio risks and providing customized investment solutions, as well as monitoring...