Financial Advisor

2 days ago


Hong Kong Island, Hong Kong SAR China AIA Full time
About AIA

AIA provides excellent opportunities for people looking for challenges. Our work culture is based on five values - People, Customer Focus, Performance, Integrity, Respect and Entrepreneurship.

We specialize in Wealth Management, offering a one-stop solution for Investment, Capital Appreciation, and Portfolio Management.

Job Description

The successful candidate will be responsible for:

  • Providing wealth management services to high net worth individual clients.
  • Maintaining and developing relationships with clients through regular updates and inquiries.
  • Offering investment recommendations and cross-selling products based on clients' financial needs.
  • Guiding clients on potential investment risks and providing solutions.
Requirements

To succeed in this role, you will need:

  • University Degree or above.
  • 1-3 years working experience.
  • Fluent in Cantonese.
  • Knowledge of products popular among high net worth clients.
  • Strong analytical and problem-solving skills.
  • High motivation and a results-driven approach.
  • Ability to take the lead in process improvement.
  • Strong teamwork and communication skills.
  • Previous client-facing experience is desirable.
  • Hong Kong Identity Card Holder Only.

  • Financial Advisor

    2 days ago


    Hong Kong, Central and Western District, Hong Kong SAR China Manulife Hong Kong and Macau Full time

    Kinetic Academiks is a forward-thinking company dominating the multilingual space in Hong Kong. With a focus on serving all ethnicities professionally, we bring energy, innovation, and trend anticipation to our work. Our team is dedicated to turning dreams into reality. Role Description This is a full-time on-site role for a Financial Advisor located in...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    About UsUnicorn Advisor (HK) Limited is a reputable firm in the financial industry.


  • Hong Kong, Central and Western District, Hong Kong SAR China 中国平安证劵(香港)有限公司 Full time

    We are seeking an executive financial advisor to join our team in Hong Kong. As a key member of our corporate finance division, you will be responsible for providing strategic financial guidance to our clients and driving business growth and success.About the RoleProvide strategic financial guidance to clients and drive business growth and success.What We...

  • Financial Advisor

    2 days ago


    Hong Kong, Central and Western District, Hong Kong SAR China Acuma Hong Kong Full time

    Direct message the job poster from Acuma Hong Kong. This position is for our office in Hong Kong, you must be willing to relocate to Hong Kong for this role. Acuma HK is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients' lives and financial wellbeing. We are looking for Financial Advisors who want to join us...


  • Hong Kong Island, Hong Kong SAR China CLSA Full time

    The Financial Portfolio Advisor will be responsible for providing client portfolio advisory services on multi-asset classes including equities, fixed incomes, funds, and structured products. This role requires a strong understanding of investment products and the ability to communicate complex ideas to clients.Your key responsibilities will include:Providing...


  • Hong Kong, Central and Western District, Hong Kong SAR China CCB International (Holdings) Limited Full time

    Senior Financial Role – Wealth Investment ServicesJoin our team as a Senior Financial Advisor and take advantage of this exciting opportunity in wealth management.About the Job:Design and execute investment strategies tailored to clients' financial objectives and risk appetites.Establish and maintain robust relationships with clients through regular...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    About UsUnicorn Advisor (HK) Limited is a leading financial advisory firm providing expert guidance on corporate finance and equity capital markets.The RoleWe are seeking a highly experienced Financial Markets Director to lead our IPO team. As a seasoned professional, you will be responsible for executing complex transactions from initial discussions to...


  • Hong Kong Island, Hong Kong SAR China Bank of China Full time

    Job Summary:We are seeking an experienced IT Strategic Advisor to join our team at Bank of China. As an IT Strategic Advisor, you will play a key role in providing strategic guidance on the development and implementation of our IT strategies. Your expertise in data architecture, technical best practices, and emerging technologies will enable us to stay ahead...

  • Financial Advisor

    3 days ago


    Hong Kong Island, Hong Kong SAR China Intellect Full time

    Empower clients to achieve financial freedom with Intellect. As a Financial Coach, you'll provide expert guidance and strategic planning to help clients make informed decisions about their finances.About the RoleThis part-time Finance and Sales role is ideal for individuals who are passionate about helping others navigate their financial journeys. You will...


  • Hong Kong, Central and Western District, Hong Kong SAR China Balfour Capital Group Full time

    About Our TeamWe value diversity and innovative thinking at Balfour Capital Group. Our team of over 180 advisors works collaboratively to deliver exceptional financial solutions to our clients.Job ResponsibilitiesWe are seeking experienced sales professionals to join our team as Investment Advisors. Key responsibilities include prospecting and acquiring...


  • Hong Kong Island, Hong Kong SAR China Career International 科锐国际 Full time

    Job OverviewCareer International 科锐国际 is seeking a highly skilled and experienced Senior Legal Advisor to join our team. As a key member of our legal department, you will be responsible for providing expert legal support to various internal departments.The ideal candidate should have a strong understanding of Hong Kong laws and regulations, as well...


  • Hong Kong Island, Hong Kong SAR China Acuma Hong Kong Full time

    Take your career to the next level with Acuma Hong Kong! We are seeking a highly ambitious and driven individual to join our team as an Insurance and Financial Advisor.In this role, you will conduct market research to identify business opportunities and develop strategies to increase revenue. You will also be responsible for building relationships with...


  • Hong Kong Island, Hong Kong SAR China HKT Enterprise Solutions Full time

    Assistant Vice President, Financial Planning & StrategyWe seek an accomplished financial professional to lead our financial planning and strategy function at HKT Enterprise Solutions. The successful candidate will have a strong background in financial planning, business strategy, and leadership, with a proven track record of driving financial growth and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Acuma Hong Kong Full time

    Are you a driven and ambitious professional with a passion for financial services? Do you thrive in fast-paced environments and enjoy working with people? If so, we'd love to hear from you!We're seeking a talented Financial Advisor to join our team at Acuma Hong Kong. As a key member of our team, you'll be responsible for supporting a portfolio of clients...


  • Hong Kong Island, Hong Kong SAR China Harvest Personnel Agency Full time

    Job SummaryThe Senior Legal Advisor - Insurance role involves providing expert advice on financial crime compliance matters to the insurance industry. As part of the Financial Crime Compliance (FCC) team, this position reports directly to the Head of Legal and Compliance Department.Key Responsibilities:Offer comprehensive guidance on FCC regulatory...


  • Hong Kong, Central and Western District, Hong Kong SAR China Metro Bancorp Limited Full time

    Job SummaryWe are looking for a skilled Business Broker & Advisor to join our team at Metro Bancorp Limited. In this role, you will provide business-level brokerage and advisory services for financial instruments and work closely with clients to achieve their goals.Key ResponsibilitiesProvide business-level brokerage and advisory services for financial...


  • Hong Kong Island, Hong Kong SAR China AIA Hong Kong and Macau Full time

    Wealth Management Manager/TraineeAn exceptional opportunity for talented professionals to launch their career as a Wealth Management Manager/Trainee and contribute to our company's vision.You will work closely with high-net-worth individuals (HNWIs) to craft personalized financial portfolios that cater to their specific needs and goals.As part of our team,...


  • Hong Kong Island, Hong Kong SAR China HSBC Full time

    Unlock new opportunities with HSBC and experience the possibilities of a career in Global Banking and Markets.We are an emerging markets-led, financing-focused business that provides investment and financial solutions. Our international network connects emerging and mature markets, covering key growth areas. We partner with our corporate, government and...

  • Investment Advisor

    5 days ago


    Hong Kong, Central and Western District, Hong Kong SAR China Balfour Capital Group Full time

    Join Balfour Capital Group as an Investment Advisor About Balfour Capital Group Balfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations. We specialize in Commodities, Currencies, ETFs, Bonds, Precious Metals, and more, tapping into major markets from the US and Australia to Germany,...


  • Hong Kong Island, Hong Kong SAR China Airport Authority Hong Kong Full time

    **Assistant Accountant Position at Airport Authority Hong Kong**Job Summary:We are seeking an experienced Assistant Accountant to perform various accounting tasks, including general ledger and fixed assets functions, as well as preparing audit schedules for interim review and annual audit.Prepare journal vouchers and schedules for the month end closing of...