Strategic Wealth Planning 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. 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...

A leading wealth management consultancy in Hong Kong is looking for an experienced Independent Financial Advisor to join its dynamic team. The ideal candidate will have at least 5 years in wealth management, holding industry qualifications such as CFP or CFA. Responsibilities include fostering client relationships, conducting financial assessments, and...

A prominent financial services provider in Hong Kong is seeking a Wealth Management Advisor. In this full-time, on-site role, you will build client relationships, develop financial plans, and provide comprehensive advice on investment strategies. Ideal candidates should have a background in financial planning, a relevant degree, and strong interpersonal...

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...

A 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...

At JP Morgan, Goals-based planning is the cornerstone of how we forge lasting relationships. With a dynamic, client-centric approach, we place our clients' aspirations at the heart of every investment strategy—empowering them to reach meaningful milestones and realize the life they envision. As a Vice President in the Goals-Based Planning Team, you will...

A leading insurance company in Hong Kong is seeking an Insurance Specialist - Wealth Planning Consultant to drive sales and service clients effectively. The ideal candidate should have a minimum of 2 years' experience in wealth management or insurance, possess strong sales and interpersonal skills, and a solid educational background. This role offers a...

A leading financial services firm located in Hong Kong is seeking an experienced professional to develop relationships and manage prospective client situations in the wealth planning and life insurance space. The ideal candidate will hold a Bachelor's degree, possess 8 to 12 years of relevant experience, and demonstrate strong analytical and communication...

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...

Employer: 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...