Company Overview:

We are a well-established financial institution specializing in three core businesses: insurance, asset management, and healthcare services, positioning us as a leading enterprise in the health and wealth industry. We are currently expanding into the Hong Kong market, introducing innovative investment products that integrate with high-end international healthcare communities to create a unique retirement advantage in the longevity era. This is a rare opportunity to be part of the founding team, pioneering the future of financial services.

We offer training allowances and arrange site visits to various facilities during the training period, including our headquarters, hospitals, dental hospitals, and longevity parks.

Role Overview:

As an HWP, you will be at the forefront of our Hong Kong market expansion. This is more than just a position—it is an entrepreneurial opportunity to be an industry trailblazer. You will provide clients with comprehensive wealth management solutions, integrating traditional financial products with innovative investment-linked solutions while leveraging high-end international retirement communities to offer financial security and a premium retirement lifestyle. If you are ambitious and eager to create a lasting impact, we provide abundant resources to support your success—this is your moment to shine.

Key Responsibilities:

• Client Wealth Management & Advisory: Provide comprehensive wealth management services, including investment strategies, retirement planning, insurance protection, and asset inheritance.
• Exclusive Savings Products: Offer clients innovative insurance savings investment products linked to high-end retirement communities, ensuring long-term financial stability and an enhanced retirement lifestyle.
• Business Development & Networking: Actively develop a network of high-net-worth individuals (HNWIs), entrepreneurs, and corporate clients, leveraging both personal and institutional resources.
• Market Expansion & Strategic Planning: Collaborate with the leadership team to formulate business development strategies to enhance brand presence and market share.
• Cross-Border Wealth Planning: Provide asset allocation solutions between mainland China and Hong Kong, assisting clients in global financial planning.

Why Join Us?

• Founding Partner – HWP: Be among the first movers in our Hong Kong expansion, securing a leadership position in a rapidly growing market.
• Unique Investment Products: Gain a competitive edge with retirement community-linked savings investment products, differentiating yourself from traditional wealth management advisors.
• Limitless Growth Potential: Access world-class training, premium client resources, and elite industry networks to accelerate your professional success.
• Entrepreneurial Freedom: Unlike conventional advisory roles, this position offers high autonomy, allowing you to develop your own business strategy and client base.
• Training & Global Exposure: Enjoy training allowances and opportunities to visit our headquarters, hospitals, dental hospitals, and longevity parks, broadening your professional knowledge and market insights.

Who We Are Looking For:

• Ambitious & Entrepreneurial: Passionate about challenges, eager to create new markets, and establish industry influence.
• Well-Connected & Relationship-Driven: Candidates with existing networks of HNWIs, investors, and entrepreneurs will be given priority consideration.
• Strong Financial Expertise: Background in financial planning, investment advisory, wealth management, or insurance preferred.
• Cross-Border Market Knowledge: Understanding of mainland Chinese markets with experience in servicing mainland clients is an advantage.

Minimum Requirements:

• Hong Kong Diploma of Secondary Education (DSE) – Grade 2 or above in five subjects, including Chinese/English and Mathematics
• Hong Kong Certificate of Education Examination (HKCEE) – Grade E or above in five subjects, including Chinese/English and Mathematics
• International Baccalaureate (IB) Diploma
• Diploma Yi Jin – Candidates should have completed Extended Mathematics elective
• Diplomas issued by Hong Kong recognized higher education institutions that meet the Insurance Authority's acceptable standards
• Bachelor’s degree in Finance, Economics, Business, or related fields preferred
• CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or CWM (Certified Wealth Manager) certification is a plus
• Candidates holding IANG, TTPS, or Dependent Visas are welcome (Hong Kong Permanent Residents preferred)

Join Us and Shape the Future!

This is more than just a job—it is a historic opportunity to be part of the founding team in Hong Kong. If you are ready to become an HWP industry leader, build an exclusive client network, and achieve excellence with us, Apply Now!

公司概覽：

我們是一家具有雄厚背景的金融機構，專注於保險、資產管理、醫養三大核心業務的大健康產業知頭部企業。目前正積極拓展香港市場，並推出創新投資產品，特別結合高端國際醫院康寧的社區，打造長壽時代的養老優勢，為客戶帶來嶄新財富增值機遇。這是一個難能可貴的機會，讓您成為創始團隊的一員，共同開創金融服務的新時代。

我們提供培訓津貼，並安排培訓期間參觀各類設施，包括總公司、醫院、牙科醫院、長壽園等。

職位概覽：

作為HWP，您將站在香港市場擴展的最前線。這不僅僅是一個職位，更是一個創業機會，讓您成為業界開拓者。您將為客戶提供全面的財富管理解決方案，結合傳統金融產品與創新型投資連結方案，並依託高端國際養老社區，為客戶提供財務保障與尊享退休生活。若您具備雄心壯志，並希望創造深遠影響，我們將為你提供充足資源，這肯定是您施展才華的最佳時機。

主要職責：

● 客戶財富管理與諮詢： 提供投資策略、退休規劃、保險保障及資產傳承等全方位財富管理服務。

● 獨家儲蓄產品： 為客戶提供與高端養老社區掛鉤的創新保險儲蓄投資產品，確保財務持久穩定增值與尊享退休生活並行。

● 業務拓展與人脈建立： 積極開發高淨值客戶 (HNWIs)、企業家及公司客戶，善用個人及機構資源。

● 市場拓展與策略規劃： 與管理層合作制定業務發展戰略，提升品牌影響力及市場份額。

● 跨境財富規劃： 為客戶提供內地與香港資產配置方案，協助進行全球化財務佈局。

為何選擇我們？

● 創始合伙人HWP： 成為香港市場拓展計劃的首批成員，在高速增長的市場中佔據優先領導地位。

● 獨特投資產品： 搶先推出養老社區相關儲蓄投資產品，與傳統財富管理顧問形成差異化競爭優勢。

● 無限發展潛力： 強大的資源支持，提供世界級的培訓、頂級客戶資源與精英人脈，助您快速成長。

○ 毅進文憑 - 申請人應修畢延伸數學選修科

○ 香港認可的高等教育院校所頒發而獲保監局視為可接受的文憑

○ 持有金融、經濟、商業或相關學科學士學位

○ 持有 CFP (國際認證財務顧問)、CFA (特許金融分析師) 或 CWM (註冊財富管理師) 資格者優先

○ 持有 IANG、TTPS 或受養人簽證者歡迎申請（優先考慮香港永久居民）

加入我們，共創輝煌未來！

這不僅是一份工作，更是一個開創歷史的機會，讓您成為香港市場創始團隊的一員。如果您準備好成為HWP創新領袖，建立高端客戶網絡，並與我們共同成就卓越，立即按'Apply Now申請！

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