What Jobs are available for Financial Consultant in Hong Kong?

Job Description:

• Develop tailored, comprehensive financial solutions for clients, covering:
• Identity planning and wealth management strategies
• Insurance products to ensure financial security
• Fund investments for portfolio growth
• Property investment advisory services

Job Requirements:

• Bachelor's Degree or Higher Diploma in Finance, Business, Economics, or related fields
• Strong communication and interpersonal skills, with fluency in Mandarin and English
• Self-motivated, eager to learn, and adaptable to a fast-paced environment
• No prior experience required; fresh graduates and IANG holders are welcome
• Knowledge of financial products (insurance, funds, etc.) is a plus
• Valid work visa or eligibility to work in Hong Kong

Key Highlights:

• Work-Life Balance: Flexible working hours to support a healthy lifestyle
• Competitive Remuneration: Annual salary starting from HKD 400,000 with performance-based bonuses
• Professional Development: Engage in diverse, high-impact duties including insurance, investment, and asset management, with opportunities for career growth

Enjoy work-life balance, attractive pay, clear career paths, and strong team support—with abundant resources for production and recruitment

Key Responsibilities:

1. Deliver holistic wealth management and insurance advice tailored to clients' unique goals.

2. Create personalized financial solutions and investment strategies.

3. Build and maintain strong, long-term client relationships.

4. Provide expert insights on financial products, markets, and industry regulations.

5. Guide and mentor the team to drive results and growth.

6. Keep up-to-date with regulatory requirements and current industry trends.

Requirements:

• Grade E/ Level 2 or above in 5 subjects in HKCEE/HKDSE (including Chinese/ English and Mathematics)/ University degree, or with or professional designations. Recent Graduate and IANG also considered.

• Prior experience in financial or insurance services is advantageous.

• Excellent interpersonal and communication abilities.

• Self-motivated, organized, and a strong team player.

What We Offer:

• Work-life balance

• Monthly allowance plus competitive commission

• Performance-based bonuses

• Clear, structured career development

• Opportunities for overseas conferences and training

We offer attractive benefits packages and excellent career development opportunities.

Welcome to have a coffee break for further details.

如果你⋯⋯

期望突破現時工作框架,尋找事業發展新機遇

成為專業人士,開拓眼界、向上流動

彈性上班時間,WORK-LIFE BALANCE 唾手可得。

我們團隊提供:

• 佣金、季度及年度花紅
• 新人額外獎金及獎賞(如海外旅遊機會)
• 持續在職培訓(包括產品知識、銷售技巧等)
• 大專生特快晉升階梯
• 團體醫療福利

What we offer

• Competitive salary and performance-based bonus structure
• Comprehensive Medical Coverage and Insurance plans
• Benefit from Exclusive Recognition, Privilege & Trips
• Clear Career Roadmap to Management Level
• Comprehensive training and development programs to enhance your skills
• Ongoing mentorship and coaching from experienced financial professionals
• Opportunities for career progression and leadership roles
• Attractive employee benefits, including medical coverage and retirement plans

業務範疇:

• 個人及家庭保障
• 理財規劃及稅務扣減
• 高淨值客戶資產配置
• 商業保險
• 團體醫療
• 強積金

What you'll be doing

• Conduct in-depth needs analysis to understand clients' financial situation, risk profile and investment objectives
• Develop customized financial plans and investment strategies to meet clients' unique requirements
• Present financial solutions and recommendations to clients in a clear and engaging manner
• Build long-term relationships with clients by providing ongoing support and guidance
• Expand your client base through effective networking and referral generation
• Stay up-to-date with industry regulations, products and market trends

入職要求:

• 大專文憑以上畢業
• 歡迎剛畢業(本地或海外畢業生)或無相關工作經驗人士申請
• 高才通/IANG/受养人/优才通精英计划

About us

AXA安盛作為全球首屈一指的保險品牌,是現時在香港擁有最多元化業務的保險公司。我們除了個人保險業務,亦涵蓋商業保險的全面保障及服務,並且是全港最大的一般保險服務供應商,及主要之僱員福利保障供應商。公司全方位的業務範疇,能協助你在行業迅速啟動及全面發展。

AXA China Region Insurance Company Limited' is a leading provider of insurance and financial services in the region. With a strong focus on innovation and customer-centricity, we are committed to helping our clients achieve financial security and peace of mind. Join our dynamic team and be a part of our exciting journey.

Apply now to become a Financial Consultant (Full time /Intern) at AXA China Region Insurance Company Limited'.

Job Description

Key Responsibilities:

● Composing tailor-made and professional financial solutions to customers that satisfy their changing financial needs, including risk management planning, retirement planning and family asset inheritance planning, etc.

● Build long-term customer relationship

● Assisting with the implementation of team strategies and supporting with the team management

● Establishing and managing a team of your own

We offer:

● Attractive remuneration package, financing allowance schemes and competitive bonuses

● Comprehensive and renowned pre-onboarding training

● Training programme to equip candidate to achieve different qualification like MDRT, COT and TOT memberships ● Flexible working hours and joyful working atmosphere which emphasise self actualisation and self-growth

● Overseas conferences and travel opportunities

● Support candidate to accelerate their career growth to managerial level

● Support candidate to achieve professional industry-related certifications and qualifications, like CFA and CFP qualifications

● No cold-calling

Requirements:

● Bachelor degree holder or above

● Self-motivated, target-oriented, passionate for winning and proactive

● Possessing outstanding leadership qualities

● A responsible team player

● Excellent communicator with splendid analytical and organising skill

● Good command of spoken and written Chinese and English

About Prudential Hong Kong Prudential has been serving the people of Hong Kong since 1964. Through Prudential Hong Kong Limited and Prudential General Insurance Hong Kong Limited, we provide a range of financial planning services and products including individual life insurance, investment-linked insurance, retirement solutions, health and medical protection, general insurance, and employee benefits to protect over 1.3 million customers in Hong Kong. Prudential Hong Kong is recognised by a wide range of accolades from across the industry, demonstrating our excellence in financial planning, product innovation and more. Prudential has won numerous awards including the Insurance Company of the Year (Outstanding) at Bloomberg Businessweek Financial Institution Awards in 2023, and winning 6 Grand Awards and 5 Top-3 Awards in The Hong Kong Insurance Awards 2023. Prudential Hong Kong offers Flagship Talent Development Programme for new financial consultants. PRUVenture is a career development programme designed for those who are new to their career. PRUVenture Elite is a leadership development programme for successful management talents and sales professionals from different industries.

If you are interested, please send your CV to

Personal Information Collection Statement – Recruitment of Financial Consultant

Wong Wing Yan ("Data User") may use the personal information collected, including your name, contact number and e-mail address ("Personal Information") collected above, for the purpose of training recruitment and related purposes (for example recruitment follow-up calls), activity record, follow up and future trainings. The Data User may use, store, disclose to Prudential Hong Kong Limited and its insurance agents your Personal Information for the purposes as stated above. You understand it is mandatory to provide the above mentioned Personal Information. In the event that any such Personal Information is not provided, the Data User may be unable to carry out the activities outlined above. The Personal Information collected will be destroyed after 12 months. Under the Personal Data (Privacy) Ordinance ("the Ordinance"), you have the right to request access to and correction of any Personal Information that you provided to the Data User. You may make such request by writing to the data user at In accordance with the Ordinance, the Data User has the right to charge a reasonable fee for the processing of your request for access to the Personal Information.

My client is a dynamic advisory firm offering specializing financial solutions for the insurance industry. Led by experienced regional ex-directors from the Big 4. The team blends a mix of technical skills and strategic insight to help clients manage complexity, and enhance growth.

With offices in Hong Kong and Malaysia, they serve a diverse client network across the Asia Pacific region, providing tailored solutions for current and future challenges.

Roles & Responsibilities:

• Design and implement accounting and finance ledger solutions
• Lead transformation initiatives for asset data systems and process transformation
• Develop, enhance, and implement financial and regulatory reporting frameworks
• Drive automation of finance and FP&A processes using tools such as Alteryx, Workiva, Tableau, and Anaplan
• Provide production support for financial and regulatory reporting, including standards like IFRS 17 and HKRBC
• Manage transformation projects related to evolving regulatory requirements
• Support day-to-day project activities and deliverables across finance transformation initiatives

Requirements:

• Degree in Finance field or candidates with up to 3 years of relevant experience.
• Relevant professional qualifications such as CPA, CFA would be a plus.
• Strong analytical and problem-solving abilities.
• Quick learner with a passion for learning new technologies, tools, or knowledge.
• Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
• Knowledge in Excel VBA, Alteryx, Workiva, Anaplan or other automation tools would be an advantage.
• Proficient in written and spoken English; knowledge of Chinese is advantageous.
• More experienced candidates on finance operations can be considered for Senior position

This is an exciting opportunity for a motivated individual to join a dynamic financial services company in Hong Kong. As a Financial Consultant, you'll have the chance to provide professional financial planning services to clients while developing your career in a supportive environment with excellent benefits and work-life balance.

• Client financial planning: Provide professional financial planning analysis and solutions to clients, helping them achieve their financial goals.
• Team leadership: Build and manage a professional financial planning team, developing talent and driving performance.

• Bachelor's degree holder: Candidates with a university degree are preferred, as this provides a strong foundation for the role.
• Challenge-oriented: Someone who embraces challenges and is eager to grow in a dynamic environment.
• Excellent communicator: Strong communication skills in both Chinese and English (spoken and written) are essential for effective client interactions and team collaboration.
• IIQE certified: Holding the Insurance Intermediaries Qualifying Examination (IIQE) certification is required for this role.
• Mandarin speaker: Proficiency in Mandarin is necessary to serve a diverse client base effectively.

Our client offers an attractive remuneration package and other benefits, such as:

• Flexible working hours for better work-life balance
• Professional on-the-job training to support your career development
• Generous commission and bonus structure
• Clear career progression opportunities
• Potential for all-expenses-paid overseas business conferences for top performers
• Excellent benefits package
• Annual leave

Ready to join this role? Click Apply now to submit your resume and share your availability and expected salary with us

We encourage applications from individuals of all backgrounds and experiences. Your unique perspective could be exactly what we're looking for

All information received will be kept strictly confidential and will be used only for employment-related purposes.

Refer A Candidate and Earn $2,000)

Build your own career and start your dream

Our team's motto is

"Building Excellence, Creating Miracles"

Insurance and wealth management industry is a fast growing industry. Choose the right career to develop is always important. We are a team of professional and experienced managers who can help you succeed in your career. Our team has a systematic training program which could develop you into an outstanding financial consultant. You will feel enjoyable to work with our teammates from diversified background.

Responsibilities:

• To identify customers' financial needs and provide professional financial planning analysis, advice and solution on wealth management

• To develop, motivate and manage a professional financial planning team

• To plan, initiate and organize sales activities

• To maintain client relationship and provide on going advisory service.
  
  

Requirements:

-  Associate Degree/Degree holder is preferred. Fresh Graduate and IANG are also welcome.

• Our team has diversified mix of nationalities. We welcome HK local, China mainland (優才,高才,IANG) and international candidates.

-  Willing to take challenges

-  Excellent communication skills, people oriented

• Have work experience in client facing job/retail banking/private banking/commercial banking is an advantage

-  Good command of written and spoken English and Chinese

Benefits:

-  Comprehensive on-the-job training programs

-  Attractive commission and bonus

-  Fast Track Career Promotion Program

-  Rewardable travel Incentives and overseas conventions

Join Prudential and fly high in this fast growing industry together

Prudential--about the company

Prudential is a company with 176 years of history, serving clients globally with different insurance & wealth management needs. Our clients include individuals from all walks of life and commercial clients of various industries. We have the largest financial consultant team in Hong Kong. We provide comprehensive training to our new and existing staff to cultivate them to be professional financial consultants. Join us

Personal Information Collection Statement – Recruitment of (Financial Consultant/Senior Financial Consultant/Business Manager/Senior Business Manager)

"Data User" may use the personal information collected, including your name, contact number and e-mail address ("Personal Information") collected above, for the purpose of training recruitment and related purposes (for example recruitment follow-up calls), activity record, follow up and future trainings. The Data User may use, store, disclose to Prudential Hong Kong Limited and its insurance agents your Personal Information for the purposes as stated above. You understand it is mandatory to provide the abovementioned Personal Information. In the event that any such Personal Information is not provided, the Data User may be unable to carry out the activities outlined above. The Personal Information collected will be destroyed after 12 months. Under the Personal Data (Privacy) Ordinance ("the Ordinance"), you have the right to request access to and correction of any Personal Information that you provided to the Data User. You may make such request by writing to the data user. In accordance with the Ordinance, the Data User has the right to charge a reasonable fee for the processing of your request for access to the Personal Information.

We are currently seeking motivated and driven individuals to join our team as Financial Consultant . As a Financial Advisor, you will have the opportunity to gain hands-on experience in the financial advisory field while assisting our senior advisors in providing exceptional service to our clients.

Responsibilities:

• Assist senior financial Consultant in conducting client assessments and analyzing financial situations.

• Support the development of personalized financial plans and investment strategies.

• Conduct research on investment products, market trends, and financial planning best practices.

• Collaborate with the team in monitoring client portfolios and making necessary adjustments.

• Learn about risk management, retirement planning, and tax strategies through practical application.

• Provide administrative support, including data entry, document preparation, and scheduling.

Requirements:

• Strong interest in pursuing a career in financial consultant services.

• Basic knowledge of financial concepts and investment products.

• Excellent analytical and problem-solving skills.

• Effective communication and interpersonal skills.

• Proficiency in Microsoft Office Suite.

• Eagerness to learn and contribute to a collaborative team environment.

If you are a motivated and ambitious individual looking to kickstart your career in financial consultant, this opportunity will provide valuable exposure and practical experience. Join our team and gain insights into the financial industry, develop essential skills, and make a meaningful impact in assisting our clients.

We look forward to reviewing your application.

Job Highlight

To nurture the young talent to develop his/her career in the financial industry. Within this employment/Internship, you will experience job attachments and rotations (with frontline exposures), coach and mentor, learning and development activities, etc.

You will explore the following roles:

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

Professional advices on family trust, Admission Schemes for Talent, Professionals and Entrepreneurs and Universities Application for Non-local Graduates (IANG), etc

Corporate Services

Solutions for corporations such as MPF, Group life and health, General insurance and IPO

Customer Services / Operation Support

Follow ups for customer inquiries, orphan customer servicing, potential clients, etc and facilitation of project progress.

Mainland China Opportunities

Site visit of institutions in the Greater Bay Area. Attendance of talks, seminars or courses held by mainland legal, taxation and financial professionals.

Who Will Thrive

University students or graduates in any disciplines;

With proven academic excellence and performance;

Passionate in pursuing a career in the financial industry;

Strong ability to initiate innovative business ideas and driven with an entrepreneurial spirit;

Strong intellectual curiosity and learning agility;

Excellent interpersonal, presentation, and communication skills;

Knowledge of social media & multimedia software will be an advantage;

Excellent command of written and spoken English and Chinese.

We offer excellent career opportunities, an attractive remuneration package & benefits, comprehensive training and conversion to full time position to the right candidate.