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

Central & Western District, Hong Kong SAR HK$,200,000.00-HK 1,800,000.00 4 weeks ago

Wan Chai District, Hong Kong SAR 6 days ago

Central & Western District, Hong Kong SAR 2 weeks ago

Wan Chai District, Hong Kong SAR 1 week ago

Wan Chai District, Hong Kong SAR 3 weeks ago

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2 days ago Be among the first 25 applicants

Direct message the job poster from AMG FINANCIAL GROUP

Company Description

Established in 2000, AMG Financial Group is a leading provider of wealth management and financial advisory services in the region. Backed by experienced senior executives, we support adviser business, team development, and strategic partnerships. We offer a diverse range of innovative financial products and services, including life insurance, group medical insurance, trust and estate planning, and investment portfolio management. AMG Financial Group joined forces with FWD Wealth Management Limited as a shareholder in February 2016.

Role Description

This is a full-time, on-site role for a Senior Financial Advisor located in Hong Kong SAR. The Senior Financial Advisor will be responsible for providing comprehensive financial planning, retirement planning, and investment advisory services to clients. Daily tasks include analyzing clients' financial situations, developing personalized financial strategies, managing investment portfolios, and providing ongoing financial guidance and support. The advisor will also work closely with clients to ensure their financial goals are met and maintained.

Qualifications

• Skills in Financial Planning, Finance, and Retirement Planning
• Expertise in Investments and Financial Advisory services
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to work independently and collaboratively within a team
• Relevant certifications such as CFA, CFP, or similar are advantageous
• Bachelor's degree in Finance, Economics, or a related field
• Experience in wealth management or financial services is preferred

• Mid-Senior level

• Full-time

• Finance and Sales

Referrals increase your chances of interviewing at AMG FINANCIAL GROUP by 2x

Other related roles include:

• Wealth Management - Institutional Wealth Advisor
• Investment Counsellor – Global Private Banking
• Part-Time Financial Coach (Contractor) - Hong Kong Based
• Associate – Debt and Capital Lead Advisory
• Financial Consultant (IANG Visa Welcome)
• Private Bank Relationship Manager- Wealth Management (Hong Kong)

2 days ago Be among the first 25 applicants

Direct message the job poster from AMG FINANCIAL GROUP

Company Description

Established in 2000, AMG Financial Group is a leading provider of wealth management and financial advisory services in the region. Backed by experienced senior executives, we support adviser business, team development, and strategic partnerships. We offer a diverse range of innovative financial products and services, including life insurance, group medical insurance, trust and estate planning, and investment portfolio management. AMG Financial Group joined forces with FWD Wealth Management Limited as a shareholder in February 2016.

Role Description

This is a full-time, on-site role for a Senior Financial Advisor located in Hong Kong SAR. The Senior Financial Advisor will be responsible for providing comprehensive financial planning, retirement planning, and investment advisory services to clients. Daily tasks include analyzing clients' financial situations, developing personalized financial strategies, managing investment portfolios, and providing ongoing financial guidance and support. The advisor will also work closely with clients to ensure their financial goals are met and maintained.

Qualifications

• Skills in Financial Planning, Finance, and Retirement Planning
• Expertise in Investments and Financial Advisory services
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to work independently and collaboratively within a team
• Relevant certifications such as CFA, CFP, or similar are advantageous
• Bachelor's degree in Finance, Economics, or a related field
• Experience in wealth management or financial services is preferred

• Mid-Senior level

• Full-time

• Finance and Sales

Referrals increase your chances of interviewing at AMG FINANCIAL GROUP by 2x

Other related roles include:

• Wealth Management - Institutional Wealth Advisor
• Investment Counsellor – Global Private Banking
• Part-Time Financial Coach (Contractor) - Hong Kong Based
• Associate – Debt and Capital Lead Advisory
• Financial Consultant (IANG Visa Welcome)
• Private Bank Relationship Manager- Wealth Management (Hong Kong)

1 day ago Be among the first 25 applicants

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

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

Referrals increase your chances of interviewing at Acuma Hong Kong by 2x

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

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

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

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

Referrals increase your chances of interviewing at Acuma Hong Kong by 2x

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

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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

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3 days ago Be among the first 25 applicants

Direct message the job poster from AIA Hong Kong and Macau

We connect people together from all walks of life, i-bankers, doctors, lawyers, artists, engineers, IT professions, pilots, start-up entrepreneurs, managerial professionals. If you love working with people, building connections and having strong desire in both career and personal growth, why not making it as your own career?

ONE is a group of experts who specialize in wealth management and global top fund investment trust service and retirement planning, etc. We provide seamless wealth management services to clients.

Our Culture

• Diversity of Culture
Our colleagues are from diverse backgrounds including worldwide elite and local KOL, such as Stanford University, Top 100 Hong Kong Foodie. We supporting each other at all times shapes our core values.

• Synergy
Coaching and mentoring for new team members enable you a rapid self-enrichment. No matter what background you came from, we will transform your current skills to become highly competitive in the business world and achieve different milestones throughout not only your career but open up new vistas for eye-opening experiences.

• Create Personal Brand
We invest in our people at the beginning stage of your career, helping you to build your personal brand. We encourage individual growth and we believe your personal qualities can be showcased, leading you to career success and unlocking your own potential.

Why Work Here?

• We empower you to take ownership of your career and treat you as an entrepreneur. You are fully in charge of how your business involves, while our experience managers support and coach you through on-the-job experience and formal training.

*We concentrate on financial advisory and specialize in private client services: asset allocation, wealth succession, private trust, investment, and retirement planning to high-net-worth individuals, their families.

*We are the few teams who provide digital working platform to facilitate colleagues' self-improvement and career opportunities.

Job Descriptions:

• Provide comprehensive wealth management advice to High-Net-Worth individuals and corporate clients
• Design tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of investment vehicles
• Develop and expand existing network through customer relationship management
• Lead team and implement strategic planning for team management

What We Offer:

Monthly Allowance + attractive commission and performance bonus (MDRT Annual income is over HK$500,000+)
• Overseas trips & conventions (2023-2024 destinations: Boston, New Zealand, Japan , Dubai, Taiwan etc
•Well-developed One-year fast track program for new graduate or junior to Senior Manager /Assistant Unit Manager
• Comprehensive in-depth training with personal coaching
• Well-structured development program to help you become a member of Million Dollar Round Table • Professional designations training e.g. MDRT, CFP, CFA, RFP, RFC

Requirement:

• University degree holder or equivalent (Welcome IANG visa and dependent visa holder)

• Final year students or recent graduates with a bachelor's degree are welcome, preferably in finance, economics, accounting, actuarial science, insurance or business administration and possessing the following qualities:

Genuine passion to pursue a career in insurance sector
A team player with leadership potential
Strong analytical and communication skills and self-motivated
Excellent command of written and spoken English and Chinese (preferably including Putonghua)

Hong Kong Permanent resident/ HKID Holders valid work permits (IANG & dependent visa) in Hong Kong only

Fresh graduates /candidates with less experiences are welcome to join the trainee program

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

Referrals increase your chances of interviewing at AIA Hong Kong and Macau by 2x

Central & Western District, Hong Kong SAR 14 hours ago

Wan Chai District, Hong Kong SAR 1 week ago

Central & Western District, Hong Kong SAR HK$5,000.00-HK 60,000.00 1 week ago

Central & Western District, Hong Kong SAR HK 45,000.00-HK 60,000.00 1 week ago

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1 day ago Be among the first 25 applicants

Direct message the job poster from AIA Hong Kong and Macau

Comprehensive Financial Analysis & Tailored Wealth Solutions

We deliver in-depth financial analysis to understand each client's unique situation, crafting customized solutions aligned with their financial objectives. Serving millions of clients across Greater China, we cater to a diverse range of private wealth management needs--from individuals and families to entrepreneurs, investors, and high-net-worth individuals.

Our holistic services include:

Insurance Planning - Protection tailored to clients’ lifestyle and goals.

Investment Strategies - Personalized portfolios for growth and stability.

Retirement & Estate Planning - Secure your future and legacy.

Trust Services & Tax Optimization - Efficient wealth preservation and transfer.

By combining expert insights with a client-centric approach, we ensure every solution is designed to meet clients' specific financial aspirations.

Visa Eligibility Notice

This position is open to candidates legally eligible to work in Hong Kong, including:

- Hong Kong Permanent Residents

- Holders or eligible applicants of the following visas:

• Immigration Arrangements for Non-local Graduates (IANG)

- Existing holders of Quality Migrant Admission Scheme (QMAS) visas

Note:

• Only the types specified above will be accommodated for this program

• Applicants requiring other types of visa sponsorship may explore alternative opportunities within our company

• Applications not meeting these visa requirements will not be considered

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

Referrals increase your chances of interviewing at AIA Hong Kong and Macau by 2x

Central & Western District, Hong Kong SAR 2 weeks ago

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