AI Wealth Manager

12 hours ago


WorkFromHome, Hong Kong SAR China Heru AI Full time

Entrepreneur | Family Office Advisor | Impact Community Leader | Soul Business Architect Company Description Heru is Asia's first AI platform that enhances human-to-human selling. We believe AI will augment, not replace, human agents. Our patent‑pending, domain‑specific recommendation engine makes professional, need‑based advice accessible to all customers. Initially focused on the insurance and wealth management industry, we plan to gradually expand to other verticals. Role Description This is a full‑time hybrid role for an AI Wealth Manager located in Hong Kong SAR, with some work‑from‑home flexibility. The AI Wealth Manager will be responsible for bringing in your source of client networks, developing and implementing financial planning strategies, overseeing investment portfolios, and ensuring compliance with industry standards with the use of our AI tools. The role involves new business development to bring in AUM, daily interaction with your clients to provide personalized financial advice, and leveraging AI tools for enhanced decision‑making. This role is suitable for you if you are: Believer in work/life balance, work smarter, not harder Believe in the AI revolution A go‑getter willing to get their hands dirty to help build and transform a new sales culture with AI Tech savvy, not afraid of technology, or would like to upskill Qualifications Financial Planning, Insurance, Investments, and Wealth Management skills Experience in Financial Planning, Private/HNW Banking and Insurance Excellent sales and business development abilities Strong analytical and problem‑solving skills Ability to work both independently and in a team environment Fluency in English, Cantonese, Mandarin; knowledge of additional languages is a plus Bachelor's degree in Finance, Economics, Business, or a related field >IIQE Papers or SFC 1, 7, 8 For lower qualifications, you will be considered a Sales Associate. This position will be based in Hong Kong. To apply, please send your CV to: Seniority level Entry level Employment type Full‑time Job function Finance and Sales Referrals increase your chances of interviewing at Heru AI by 2x Get notified about new Wealth Manager jobs in Hong Kong SAR. #J-18808-Ljbffr



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