PR/096920 | Wealth Advisor

Location: Hong Kong (coverage across Hong Kong, Macau & Mainland China)

 

Client Segment: High-Net-Worth Individuals (HNWIs)

We are seeking entrepreneurial, relationship-driven professionals to join our growing private wealth advisory platform. This role focuses on advising High-Net-Worth Individuals across Hong Kong, Macau, and Mainland China, delivering tailored wealth solutions across investments, insurance, and long-term financial planning.

This is an opportunity for ambitious individuals who are driven by performance-based rewards, value autonomy, and are motivated to build a sustainable, long-term book of business that generates recurring income over time.

Key Responsibilities

• Develop and manage long-term relationships with High-Net-Worth clients across Greater China

• Provide holistic wealth planning solutions, including: 

  • Investment-linked and traditional insurance solutions

  • Portfolio construction and asset allocation strategies

  • Retirement, legacy, and succession planning

  • Risk management and capital preservation strategies

• Source, onboard, and advise new clients through professional networks, referrals, and strategic partnerships

• Deliver ongoing portfolio reviews and proactive advice aligned with market conditions and client objectives

• Build and grow a personal book of business that delivers recurring and predictable income over time

• Stay current with market trends, regulatory developments, and product innovations across the region

Earning & Career Potential

• Highly competitive, performance-driven remuneration with uncapped earning potential

• Opportunity to build a scalable, long-term income stream through recurring client relationships

• Increasing income stability as your client base and assets under advisory mature

• Clear pathway to senior advisory, team leadership, or partner-level roles

• Access to a comprehensive product platform and regional market opportunities in one of the world’s fastest-growing wealth corridors

Ideal Candidate Profile

• Entrepreneurial mindset with a strong drive for personal and financial success

• Proven ability to build trust and long-term client relationships

• Strong communication skills across cultures; Mandarin and/or Cantonese highly preferred

• Existing networks or strong interest in serving HNW clients in Greater China

• Background in wealth management, financial advisory, private banking, insurance, or investment sales is an advantage

• Self-disciplined, resilient, and comfortable working in a performance-oriented environment

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