Wealth Advisor
7 days ago
1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. 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 through comprehensive financial planning and bespoke investment strategies. Role Overview You’ll serve as the primary advisor to a select group of clients, managing both financial plans and multi-asset investment portfolios. This is a remote, flexible (20–30 hrs/week) opportunity designed for seasoned advisors who excel at relationship management, asset allocation, and long-term strategy execution. Responsibilities Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice. Develop and implement holistic financial and investment plans aligned with client goals, liquidity needs, and risk tolerance. Conduct asset allocation, portfolio reviews, and performance evaluations. Identify opportunities to grow client AUM through strategic referrals and value-driven engagement. Collaborate with investment and planning teams to integrate AI insights, risk analytics, and digital portfolio tools. Maintain a deep understanding of tax, estate, and retirement planning strategies. Qualifications 5+ years of experience in wealth management, private banking, or RIA environments. Proven track record managing $20M+ in client assets. Expertise in financial planning, portfolio construction, and client communication. Strong interpersonal and relationship-building skills with a client-first mindset. Knowledge of financial planning software, CRM systems, and investment platforms. CFP, CFA, CPA, or MBA preferred. Why Join Flexible, 20–30 hour/week structure — ideal for experienced advisors balancing client work and strategic growth. Work remotely with a global team transforming wealth management through AI and analytics. Partner with innovative professionals across finance, data, and technology. Gain access to cutting-edge portfolio tools and intelligence platforms to enhance client outcomes. Build enduring client relationships with a focus on holistic, long-term financial success. Seniority level Not Applicable Employment type Full-time Job function Finance and Sales Industries Software Development Referrals increase your chances of interviewing at Mercor by 2x Get notified about new Wealth Management Advisor jobs in Hong Kong, Hong Kong SAR . #J-18808-Ljbffr
-
WorkFromHome, Hong Kong SAR China Mercor Full timeA next-generation wealth advisory group is seeking an experienced Wealth Advisor to manage relationships with high-net-worth clients. This role involves developing bespoke financial plans and conducting portfolio evaluations. Ideal candidates will have over 5 years in wealth management, a proven track record with substantial client assets, and strong...
-
AI Wealth Manager
1 week ago
WorkFromHome, Hong Kong SAR China Heru AI Full timeEntrepreneur | 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...
-
WorkFromHome, Hong Kong SAR China KGI Hong Kong Limited Full timeLead Product Manager, Client Digital Experience (Wealth Management) We are seeking a Lead Product Manager for our Client Mobile App, the hands‑on owner and builder of our flagship digital product within our wealth management transformation. This individual will be the voice of the client and the advisor, responsible for defining, building, and launching...
-
Wealth Management
1 week ago
WorkFromHome, Hong Kong SAR China JPMorganChase Full timeWealth Management - Hybrid Professional for China Market (Based in Hong Kong) J.P. Morgan is seeking a Wealth Management - Hybrid Professional for the China Market (Based in Hong Kong). This role is within the Private Bank, a global wealth management leader delivering high-quality advice, service, capabilities and solutions to Ultra High Net Worth...
-
WorkFromHome, Hong Kong SAR China Interactive Brokers Full timeAssociate / Senior Associate - Client Services Representative Join to apply for the Associate / Senior Associate - Client Services Representative role at Interactive Brokers Associate / Senior Associate - Client Services Representative 1 day ago Be among the first 25 applicants Join to apply for the Associate / Senior Associate - Client Services...
-
Application Service Group Associate
3 days ago
WorkFromHome, Hong Kong SAR China Interactive Brokers Full timeJoin to apply for the Application Service Group Associate role at Interactive Brokers 3 weeks ago Be among the first 25 applicants Join to apply for the Application Service Group Associate role at Interactive Brokers Company OverviewInteractive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with...
-
WorkFromHome, Hong Kong SAR China Manulife Full time(Senior) Director, Institutional Sales, Korea Join to apply for the (Senior) Director, Institutional Sales, Korea role at Manulife . The Director/Senior Director, Institutional Sales, Korea role is responsible for generating and retaining assets with institutional investors for Korea. Based in Hong Kong, the position is responsible for managing the Korea...
-
Senior Director, Institutional Sales, China
1 week ago
WorkFromHome, Hong Kong SAR China Manulife Full timeSenior Director, Institutional Sales, China Join to apply for the Senior Director, Institutional Sales, China role at Manulife Senior Director, Institutional Sales, China 5 days ago Be among the first 25 applicants Join to apply for the Senior Director, Institutional Sales, China role at Manulife The Director/ Managing Director, Institutional Sales, China...
-
Business Development Lead, Asia
1 week ago
WorkFromHome, Hong Kong SAR China GLAS Full timeJoin to apply for the Business Development Lead, Asia role at GLAS 3 days ago Be among the first 25 applicants Join to apply for the Business Development Lead, Asia role at GLAS GLAS is an award-winning independent debt administration services company providing, amongst other services, loan agency, security agency and corporate trustee services in the...
