Wealth advisor

6 days ago


hong kong, Hong Kong SAR China Chubb Life Insurance Hong Kong Limited Full time

Develop and execute an individual business plan, proactively grow your personal book of new business through client acquisition and deepening existing relationships; Delivery comprehensive wealth advisory services to High Net Worth (HNW), corporate, and retail clients; Analyse client financial need and risk profiles to recommend and offer tailored insurance and wealth solutions; Actively develop new client networking and expand existing client portfolios to achieve sales targets and revenue growth; Cultivate and maintain long‑term, trusted relationships with clients through exceptional service and regular engagement; Ensure all work activities are adhered to compliance requirement as defined in company policies and procedures and local regulatory standards Job Requirements Holder of relevant insurance and investment licenses and compliance with related CPD and CPT requirement; At least 3 years relevant experience in the financial services, financial planning or insurance industry; Familiar with Insurance and Investment product knowledge; Experience in Private market is an advantage; Own client network to convert into business case from start; Strong sales momentum and self‑driven with entrepreneurial mindset; Excellent interpersonal & communication skills; Self‑motivated 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 the financial services industry? #J-18808-Ljbffr


  • Wealth Advisor

    5 days ago


    Hong Kong, Hong Kong SAR China Mercor Full time

    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...


  • Hong Kong Island, Hong Kong SAR China AMG FINANCIAL GROUP Full time

    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...


  • hong kong, Hong Kong SAR China deVere Group Full time

    A 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...


  • Hong Kong Island, Hong Kong SAR China Good Careers Co. Full time

    Advisor Trainee in Wealth & Asset Management About the role This is an exciting opportunity to join Wealth & Asset Management team as an Advisor Trainee. In this full-time role based in Wan Chai District, you will receive comprehensive training to become a trusted financial advisor, helping clients achieve their long-term financial goals. What you’ll be...


  • Hong Kong Island, Hong Kong SAR China Global Job Consulting Co. Full time

    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...


  • Hong Kong Island, Hong Kong SAR China Randstad Hong Kong Limited Full time

    About the Company A premier global investment bank and financial services firm with a sterling reputation for handling sophisticated transactions and managing significant wealth. We serve the most discerning clients—ultra-high-net-worth individuals, institutions, and corporations—providing tailored solutions across capital markets, investment banking,...


  • hong kong, Hong Kong SAR China AIA Limited Full time

    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...


  • Hong Kong Island, Hong Kong SAR China Hang Seng Bank Ltd Full time

    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...


  • Hong Kong Island, Hong Kong SAR China UBS AG Full time

    A leading global wealth manager is seeking an experienced advisor in Hong Kong to establish long-term relationships with high net worth clients. The successful candidate will deliver on KPIs and create tailored investment strategies while ensuring compliance with regulations. Candidates should have a proven track record in client advising, excellent...

  • Wealth Management

    2 days ago


    Hong Kong Island, Hong Kong SAR China CICC Full time

    Wealth Management - Institutional Wealth Advisor This position is responsible for developing business relationships with high‑net‑worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this...