163 Financial Advisor jobs in Hong Kong

1 day ago Be among the first 25 applicants

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At St. James's Place, a globally recognised leader in wealth management, we offer you the autonomy to maximize your potential and develop your own client base within our prestigious organisation.

Why St. James's Place?

• Impressive Scale : With £179 billion (circa $226 billion USD) in client funds under management, we set the industry standard for trust and excellence.
• Global Reach : We are one of the largest wealth management companies in the UK.

What We offer:

• Autonomy and Growth : Enjoy the freedom to build and manage your client base.
• Comprehensive Support : Benefit from personalised support, our renowned investment management approach, unparalleled marketing resources, research assistance, and a long-term business plan tailored for your success.
• Professional Network : Join a community of over 4,400 qualified advisers and assist more than 900,000 clients worldwide.
• Financial Support: To nurture your early career development and ensure your success, we offer a competitive salary package. This support aims to facilitate you as you begin on your professional journey and build your business.

As a Financial Adviser at St. James's Place Wealth Management, you will:

• Client Acquisition : Proactively acquire new clients and expand your network.
• Bespoke Strategies : Craft personalised financial strategies for your clients.
• Relationship Management : Nurture long-term relationships and conduct regular reviews to ensure alignment with client goals.

We seek candidates who are:

• Experienced : Minimum of 3 years of relevant experience with a well-established client network.
• Knowledgeable : Deep understanding of financial market.
• Self-Motivated : Strong interpersonal skills and a proactive approach.

Qualifications

• SFC Papers : 1, 7, 8, and 12
• IA Papers : 1, 3, and 5

• Seniority level Director

• Employment type Full-time

• Job function Business Development, Finance, and Strategy/Planning
• Industries Financial Services, Investment Management, and Insurance

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Central & Western District, Hong Kong SAR 1 month ago

Wan Chai District, Hong Kong SAR 3 days ago

Central & Western District, Hong Kong SAR 2 weeks ago

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2 days ago Be among the first 25 applicants

Direct message the job poster from AIA Hong Kong and Macau

Seeking for a new start or career change? Your chance to enhance / kick start your career in the financial industry and becoming an advisor, building and expanding your clientele portfolio.

Responsibilities

• To conduct outbound calls to customers

• Source and meet new potential clients, initiate contact (Good telesales experience is preferred)

• To achieve sales targets

Requirements

• Secondary education, HKCEE/DSE or above, experience in telesales is preferred

• Good command of spoken and written English

• Able to work under pressure and in fast pacing environment

• Fresh graduates are welcome

• no experience required, full training provided

• monthly package + commission bonus package (OTE

$25,000+ HKD)

Expected first year salary: Starting HKD 400,000

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

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Hong Kong, Hong Kong SAR HK$5,000 - HK 65,000 1 week ago

Central & Western District, Hong Kong SAR 2 weeks ago

New Territories, Hong Kong SAR 2 weeks ago

Islands District, Hong Kong SAR 1 week ago

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1 day ago Be among the first 25 applicants

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At St. James's Place, a globally recognised leader in wealth management, we offer you the autonomy to maximize your potential and develop your own client base within our prestigious organisation.

Why St. James's Place?

• Impressive Scale : With £179 billion (circa $226 billion USD) in client funds under management, we set the industry standard for trust and excellence.
• Global Reach : We are one of the largest wealth management companies in the UK.

What We offer:

• Autonomy and Growth : Enjoy the freedom to build and manage your client base.
• Comprehensive Support : Benefit from personalised support, our renowned investment management approach, unparalleled marketing resources, research assistance, and a long-term business plan tailored for your success.
• Professional Network : Join a community of over 4,400 qualified advisers and assist more than 900,000 clients worldwide.
• Financial Support: To nurture your early career development and ensure your success, we offer a competitive salary package. This support aims to facilitate you as you begin on your professional journey and build your business.

As a Financial Adviser at St. James's Place Wealth Management, you will:

• Client Acquisition : Proactively acquire new clients and expand your network.
• Bespoke Strategies : Craft personalised financial strategies for your clients.
• Relationship Management : Nurture long-term relationships and conduct regular reviews to ensure alignment with client goals.

We seek candidates who are:

• Experienced : Minimum of 3 years of relevant experience with a well-established client network.
• Knowledgeable : Deep understanding of financial market.
• Self-Motivated : Strong interpersonal skills and a proactive approach.

Qualifications

• SFC Papers : 1, 7, 8, and 12
• IA Papers : 1, 3, and 5

• Seniority level Director

• Employment type Full-time

• Job function Business Development, Finance, and Strategy/Planning
• Industries Financial Services, Investment Management, and Insurance

Referrals increase your chances of interviewing at St. James's Place – Asia & Middle East by 2x

Get notified about new Financial Advisor jobs in Hong Kong, Hong Kong SAR .

Central & Western District, Hong Kong SAR 1 month ago

Wan Chai District, Hong Kong SAR 3 days ago

Central & Western District, Hong Kong SAR 2 weeks ago

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1 day ago Be among the first 25 applicants

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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 in our Hong Kong office. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.

Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.

Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Financial Advisor, you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client.

You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.

Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services.

Key Activities

• Build and develop a bank of wealth management clients (B2C only).
• Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
• Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
• Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
• Deliver needs-based solutions through effective communication and influencing.
• You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
• Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license's across multiple locations.
• Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across: Lump Sum Investments, Fixed-Income Products, Global Funds, including Equity, VC, ESG, Regular Savings Plans, Portfolio Bonds, International Pension Planning, Fintech.
• Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.

Skills Required

• You must be willing to complete the local HK regulatory exams; Insurance Intermediary Qualifying Exams (IIQE), Papers I, III & V.
• Service focused with strong numerical and analytical skills with close attention to detail.
• Previous experience in managing high net worth clients is desirable but not essential.
• An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
• A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
• Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
• A proven sales track record would be advantageous but not essential.
• Have ambition, hunger for success and be driven by targets.

Company Benefits

• Opportunity for further chartered qualifications relevant to the industry.
• Multitude of career opportunities and progression.
• Opportunity to transfer to different locations.
• Competitive commission bonus based on a transparent structure.
• Individual and team training that supports your development.
• Client and employee events.

Kindly attach your CV to the application to be considered.

• Seniority level Associate

• Employment type Full-time

• Job function Sales, Business Development, and Consulting
• Industries Banking, Investment Banking, and Financial Services

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Wan Chai District, Hong Kong SAR 1 day ago

Wan Chai District, Hong Kong SAR 2 weeks ago

Wan Chai District, Hong Kong SAR 3 weeks ago

Central & Western District, Hong Kong SAR HK$1,200,000.00-HK$1,800,000.00 1 week ago

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1 day ago Be among the first 25 applicants

AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group with a presence in 18 markets. Established in Shanghai in 1919, AIA is a market leader in Asia based on life insurance premiums. The Group offers a range of products and services, including individual and corporate insurance, investment-linked plans, retirement plans, and high-net-worth client-focused business.

About our team

UTOPIA is AIA's award-winning elite unit, consistently recognized asSUPER GRAND DISTRICT OF THE YEAR for exceptional performance. Pioneering a100% MDRT world record in 2016 , we specialize in wealth management for entrepreneurs and high-net-worth clients across Greater China. Our diverse team of top-tier professionals operates withsystematic management while providinginspirational one-on-one coaching to cultivate the next generation of industry leaders. We believe outstanding results stem from outstanding talent development.

Role Description

This is a full-time hybrid role for a Financial Planner at AIA. The Financial Planner will be responsible for providing financial planning, retirement planning, and personalized financial planning services. The role is based in Hong Kong, with the flexibility of some work-from-home arrangements.

Key Requirements

• Client-centric mindset : Proven ability to build and nurture high-value client relationships
• Self-driven professional : Disciplined, proactive, and results-oriented
• Superior communicator : Exceptional active listening and presentation skills
• Strategic thinker : Strong analytical and problem-solving capabilities
• Adaptable achiever : Positive attitude with ability to thrive in dynamic environments
• Quick study : Demonstrated learning agility and growth mindset

Preferred Qualifications

• Degree in Finance, Business, Economics or related field
• Native Mandarin proficiency with deep understanding of mainland business culture

We value performance over pedigree - exceptional candidates without all preferred qualifications are encouraged to apply.

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

Referrals increase your chances of interviewing at AIA by 2x

Wan Chai District, Hong Kong SAR 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

1 day ago Be among the first 25 applicants

AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group with a presence in 18 markets. Established in Shanghai in 1919, AIA is a market leader in Asia based on life insurance premiums. The Group offers a range of products and services, including individual and corporate insurance, investment-linked plans, retirement plans, and high-net-worth client-focused business.

About our team

UTOPIA is AIA's award-winning elite unit, consistently recognized asSUPER GRAND DISTRICT OF THE YEAR for exceptional performance. Pioneering a100% MDRT world record in 2016 , we specialize in wealth management for entrepreneurs and high-net-worth clients across Greater China. Our diverse team of top-tier professionals operates withsystematic management while providinginspirational one-on-one coaching to cultivate the next generation of industry leaders. We believe outstanding results stem from outstanding talent development.

Role Description

This is a full-time hybrid role for a Financial Planner at AIA. The Financial Planner will be responsible for providing financial planning, retirement planning, and personalized financial planning services. The role is based in Hong Kong, with the flexibility of some work-from-home arrangements.

Key Requirements

• Client-centric mindset : Proven ability to build and nurture high-value client relationships
• Self-driven professional : Disciplined, proactive, and results-oriented
• Superior communicator : Exceptional active listening and presentation skills
• Strategic thinker : Strong analytical and problem-solving capabilities
• Adaptable achiever : Positive attitude with ability to thrive in dynamic environments
• Quick study : Demonstrated learning agility and growth mindset

Preferred Qualifications

• Degree in Finance, Business, Economics or related field
• Native Mandarin proficiency with deep understanding of mainland business culture

We value performance over pedigree - exceptional candidates without all preferred qualifications are encouraged to apply.

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

Referrals increase your chances of interviewing at AIA by 2x

Wan Chai District, Hong Kong SAR 1 week ago

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Join to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong role at Goldman Sachs

17 hours ago Be among the first 25 applicants

Join to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong role at Goldman Sachs

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Job Description

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong

As a Wealth Management Professional, your responsibilities include: -Serve as the liaison for clients regarding inquiries and provides team support -Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship -Drive and complete a number of compliance requirements and control related functions -Assist clients with asset transfers Assist the teams with execution of trades (primarily in FX and Cash deposits) -Handle cash management, foreign exchange transactions, currency hedging and money markets trades -Assist teams in subscribing hedge funds, private equity funds and Asset Management funds -Assist on projects related to platform development and other infrastructure issues -Handle margin related requests and queries; liaise with various operations and technology teams for day to day support -Partner with operations on all account opening / maintenance matters, including various remediation efforts.

Job Description

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong

As a Wealth Management Professional, your responsibilities include: -Serve as the liaison for clients regarding inquiries and provides team support -Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship -Drive and complete a number of compliance requirements and control related functions -Assist clients with asset transfers Assist the teams with execution of trades (primarily in FX and Cash deposits) -Handle cash management, foreign exchange transactions, currency hedging and money markets trades -Assist teams in subscribing hedge funds, private equity funds and Asset Management funds -Assist on projects related to platform development and other infrastructure issues -Handle margin related requests and queries; liaise with various operations and technology teams for day to day support -Partner with operations on all account opening / maintenance matters, including various remediation efforts.

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

As a Wealth Management Professional, Your Responsibilities Include

• Serve as the liaison for clients regarding inquiries and provides team support
• Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship
• Drive and complete a number of compliance requirements and control related functions
• Assist clients with asset transfers
• Handle cash management, foreign exchange transactions, currency hedging and money markets trades
• Assist teams in subscribing hedge funds, private equity funds and Asset Management funds
• Assist on projects related to platform development and other infrastructure issues
• Handle margin related requests and queries; liaise with various operations and technology teams for day to day support
• Partner with operations on all account opening / maintenance matters, including various remediation efforts.
  
  

• Bachelor degree
• Minimum 5+ years of relevant working experience
• Ability to work in a fast-paced environment within a team-oriented structure
• Ability to work and think clearly under pressure
• Team player
• Excellent analytical, communication, and interpersonal skills
• Strong organizational skills and attention to detail
• Knowledge of Microsoft Office software (Outlook, Excel and Word)
• Cantonese and Mandarin required
• HK SFC paper 1 (must be obtained within first six months of employment)
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at Goldman Sachs by 2x

Get notified about new Wealth Manager jobs in Hong Kong, Hong Kong SAR .

Central & Western District, Hong Kong SAR 1 week ago

Shenzhen, Guangdong, China CN¥20,000.00-CN¥30,000.00 1 year ago

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Join to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong role at Goldman Sachs

17 hours ago Be among the first 25 applicants

Join to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong role at Goldman Sachs

Get AI-powered advice on this job and more exclusive features.

Job Description

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong
As a Wealth Management Professional, your responsibilities include: -Serve as the liaison for clients regarding inquiries and provides team support -Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship -Drive and complete a number of compliance requirements and control related functions -Assist clients with asset transfers Assist the teams with execution of trades (primarily in FX and Cash deposits) -Handle cash management, foreign exchange transactions, currency hedging and money markets trades -Assist teams in subscribing hedge funds, private equity funds and Asset Management funds -Assist on projects related to platform development and other infrastructure issues -Handle margin related requests and queries; liaise with various operations and technology teams for day to day support -Partner with operations on all account opening / maintenance matters, including various remediation efforts.

Job Description
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong
As a Wealth Management Professional, your responsibilities include: -Serve as the liaison for clients regarding inquiries and provides team support -Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship -Drive and complete a number of compliance requirements and control related functions -Assist clients with asset transfers Assist the teams with execution of trades (primarily in FX and Cash deposits) -Handle cash management, foreign exchange transactions, currency hedging and money markets trades -Assist teams in subscribing hedge funds, private equity funds and Asset Management funds -Assist on projects related to platform development and other infrastructure issues -Handle margin related requests and queries; liaise with various operations and technology teams for day to day support -Partner with operations on all account opening / maintenance matters, including various remediation efforts.
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
As a Wealth Management Professional, Your Responsibilities Include

• Serve as the liaison for clients regarding inquiries and provides team support
• Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship
• Drive and complete a number of compliance requirements and control related functions
• Assist clients with asset transfers
• Handle cash management, foreign exchange transactions, currency hedging and money markets trades
• Assist teams in subscribing hedge funds, private equity funds and Asset Management funds
• Assist on projects related to platform development and other infrastructure issues
• Handle margin related requests and queries; liaise with various operations and technology teams for day to day support
• Partner with operations on all account opening / maintenance matters, including various remediation efforts.
  

• Bachelor degree
• Minimum 5+ years of relevant working experience
• Ability to work in a fast-paced environment within a team-oriented structure
• Ability to work and think clearly under pressure
• Team player
• Excellent analytical, communication, and interpersonal skills
• Strong organizational skills and attention to detail
• Knowledge of Microsoft Office software (Outlook, Excel and Word)
• Cantonese and Mandarin required
• HK SFC paper 1 (must be obtained within first six months of employment)
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at Goldman Sachs by 2x

Get notified about new Wealth Manager jobs in Hong Kong, Hong Kong SAR .

Central & Western District, Hong Kong SAR 1 week ago

Shenzhen, Guangdong, China CN¥20,000.00-CN¥30,000.00 1 year ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Management Trainee

Eligibility:
HKSAR university local/Mainland/international undergraduate and fresh graduates (Bachelor Degree or above)
Good command of English; fluent Cantonese/Mandarin is a plus

Departments and Responsibilities:

• Marketing / Public Relations: Digital marketing, online and offline marketing activities, social media content creation
• Insurance / Finance: Consultation on individual financial planning, retirement plans, tax-deductible plans, premium financing, etc.
• Professional Services: Advice on family trust, admission schemes for talent, professionals and entrepreneurs, university applications for non-local graduates (IANG), etc.
• Corporate Services: Solutions for MPF, group life and health insurance, general insurance, IPO
• Customer Services / Operation Support: Follow-ups on customer inquiries, servicing orphan customers, potential clients, and facilitating project progress
• Mainland China Opportunities: Site visits in the Greater Bay Area, attending talks, seminars, or courses by legal, taxation, and financial professionals

Requirements: Local university students or graduates (Bachelor or above), good English, Cantonese/Mandarin a plus

• Internship

• Full-time

• Finance and Sales

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