Financial Planning Specialist

6 days ago


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

At Acuma Hong Kong, we are expanding our team of Insurance and Financial Advisors in Hong Kong. As a successful professional, you will have the opportunity to build a rewarding career with our fastest growing market.

The role entails conducting market research into country demographics and clients' needs to ensure every client interaction adds value first. You will be responsible for new business development and managing existing clients across a defined territory.

We offer a comprehensive induction training program to allow you to transfer your existing experience. Our one-to-one mentorship from world-class wealth managers and daily training sessions on sales, client relationship skills, and wealth management will help you grow professionally.

As an Insurance and Financial Advisor at Acuma Hong Kong, you will have access to market-leading unique in-house products and fintech services, as well as many global funds available through institutions and investment banks.

To be successful in this role, you will need a proven track record within wealth management or financial advisory, strong communication skills, and the ability to manage your time efficiently and autonomously.



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