Wealth Manager - Hong Kong 

Position: Wealth Manager

Location: Hong Kong

Education: Level 4 qualification UK or Equivalent

Opportunity:

This opportunity targets advisors with experience as Independent Advisors or Wealth Managers, or those ready to advance in their career. The selected candidate will offer exclusive international and local solutions to advise and serve their clients independently.

Engaging directly with clients, the Wealth Manager will assess and advise on medium to long-term financial objectives. Advice will be tailored to the clients nationality and location, encompassing areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.

Wealth Managers collaborate closely with marketing, coordination, and paraplanning teams to facilitate daily client interactions.

Team members are expected to uphold high standards, with continuous training provided to ensure compliance with both client and company expectations.

Wealth Managers will also gain access to a bespoke CRM system developed in-house by former Wealth Managers.

Values:

- A strong interest in pursuing or advancing a career in Financial Services.

- A commitment to learning, with all Wealth Managers aspiring to achieve a minimum of Level 4 qualification UK or equivalent

- Exceptional communication skills and professionalism.

- Driven by success and targets.

- Highly motivated with a positive outlook.

- Desire to contribute to a firm renowned for its strong reputation and expanding global presence.

- Fluency in English, proven sales capabilities, and an entrepreneurial spirit are must-haves.

The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions.

There is also the potential for involvement in the firm's ambitious global expansion plans, including the opportunity to open new offices worldwide.

Note: Ideal candidates will already possess an established AUM/book of existing clients.

The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions.

There is also the potential for involvement in the firm's ambitious global expansion plans, including the opportunity to open new offices worldwide.

Note: Ideal candidates will already possess an established AUM/book of existing clients.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.