What Jobs are available for Financial Expert in Hong Kong?

About The Job
Mercor
connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include
Benchmark
,
General Catalyst
,
Peter Thiel
,
Adam D'Angelo
,
Larry Summers
, and
Jack Dorsey
.

Position:
Securities, Commodities, and Financial Services Sales Agent

Type:
Independent Contractor
Compensation:
$110–$130/hour
Location:
Remote
Duration:
6 weeks
Commitment:
20–40 hours/week
Role Responsibilities

• Write tasks and scenarios reflecting real-world financial services sales using your professional experience.
• Create realistic situations involving client prospecting, portfolio recommendations, securities trading, compliance requirements, and relationship management.
• Develop scenarios for conducting needs assessments, explaining investment products, navigating regulatory requirements, handling client objections, managing market volatility concerns, and providing ongoing client service.
• Review and evaluate AI responses to financial services sales queries for accuracy and professional standards.
• Provide detailed feedback on securities and financial services sales scenarios to improve AI training.
• Work independently and asynchronously to meet deadlines while contributing to cutting-edge AI research.

Qualifications
Must-Have

• 4+ years professional experience as a securities sales agent, financial advisor, commodities broker, or financial services sales representative.
• Demonstrated professional recognition and management responsibilities.
• Proficient with using computers and navigating various software systems.
• Excellent written communication with strong grammar and spelling skills.
• Pass video interview, background check, training, and qualification quiz.

Preferred

• 14 years experience preferred.

Start Date

• Immediately; applications reviewed on a rolling basis.

Compensation & Legal

• Hourly compensation, paid weekly via Stripe Connect.
• Independent contractor engagement through Mercor.

Application Process (Takes 20–30 mins to complete)

• Applications reviewed continuously; shortlisted professionals will be contacted for next steps.
• Typical response time: within one week of submission.

Resources & Support

• For details about the interview process and platform information, please check:
• For any help or support, reach out to:

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
,

This is a full-time position where you will have the opportunity to gain valuable experience in the Wealth and Investment Management industry. As a Management Trainee, you will work closely with our team to support the delivery of high-quality asset management services to our clients.

制定個人化理財方案

根據客戶目標、風險承受能力以及市場動向,定制個性化理財策略

協助客戶發掘投資機會

識別投資機遇,捕捉市場動向,加強與客戶溝通,定期為客戶回顧投資規劃,為客戶不斷優化理財策略和投資方案,為客戶完善資產增值方案

提升專業能力

不斷優化環球投資策略,協助客戶進行全球化佈局,了解香港/內地/歐美/亞太地區投資市場動向,為客戶篩選優質的投資組合

學習跨行業知識

掌握金融/法律/稅務等不同行業知識,自我增值,提升專業能力,為客戶帶來更良好的咨詢體驗

• 金融、經濟、會計或相關領域優先,學士學位或以上
• 接受Local/IANG/高才/優才人士申請
• 接受無經驗或非金融專業人士申請,入職需接受公司額外提供的專業培訓
• 能夠解讀財務數據,擁有優秀的溝通和人際交往能力
• 能夠與客戶及同事有效溝通,對金融服務行業有濃厚興趣
• 對資產管理充滿熱情能夠在團隊環境中合作工作,具備抗壓能力
• 具備專業分析和解決問題的能力

• Full-time Program
  
  每月津貼丨佣金方案及年終獎金丨專業資格認證
  
  彈性工作制度丨公司贊助旅行丨醫療及其他保障
  
  業內頂尖導師輔導丨晉升路線清晰丨舉薦參加高管發展計劃
• Internship Program
  
  頒發實習證書
  
  協助考獲2張專業牌照
  
  擁有實習轉正通道

百萬圓桌會議(MDRT)是金融專業人士的頂尖協會,在保險行業享有國際認可。AIA 挑戰區在13年間培養出最多的 MDRT 會員,並且是整個AIA唯一連續4年獲得"最傑出區域"稱號的區域。我們的宗旨是協助有抱負的年輕人才,發展他們的職業道路。

Nic Chan, 財富管理副總監,帶領CL NIC團隊。,連續14年獲得MDRT會員資格,並榮獲COT會員榮譽。於2013年在AIA任職後成為MDRT終身會員。他獲得了精英卓越顧問及黃金級卓越營業單位主管稱號。由於團隊擁有多樣化的專業技能,包括市營、會計、醫學、設計及金融等,能為本地及國際客戶提供多元且專業的咨詢服務。有堅實的基礎來支持整個團隊。Nic透過一對一指導,幫助新同事盡快掌握工作內容並提供全方位支持,利用團隊資源來培養新員工。團隊成員互相幫助,共享經驗,擁有良好的工作氛圍。

This is a full-time position where you will have the opportunity to gain valuable experience in the Wealth and Investment Management industry. As a Management Trainee, you will work closely with our team to support the delivery of high-quality asset management services to our clients.

制定個人化理財方案

根據客戶目標、風險承受能力以及市場動向,定制個性化理財策略

協助客戶發掘投資機會

識別投資機遇,捕捉市場動向,加強與客戶溝通,定期為客戶回顧投資規劃,為客戶不斷優化理財策略和投資方案,為客戶完善資產增值方案

提升專業能力

不斷優化環球投資策略,協助客戶進行全球化佈局,了解香港/內地/歐美/亞太地區投資市場動向,為客戶篩選優質的投資組合

學習跨行業知識

掌握金融/法律/稅務等不同行業知識,自我增值,提升專業能力,為客戶帶來更良好的咨詢體驗

• 金融、經濟、會計或相關領域優先,學士學位或以上
• 接受Local/IANG/高才/優才人士申請
• 接受無經驗或非金融專業人士申請,入職需接受公司額外提供的專業培訓
• 擁有內地背景,能夠與內地客戶有效溝通,有意向發展內地市場
• 對金融服務行業有濃厚興趣,願意提升自身專業能力
• 對資產管理充滿熱情能夠在團隊環境中合作工作,具備抗壓能力
• 具備專業分析和團隊協作的能力

• Full-time Program
  
  每月津貼丨佣金方案及年終獎金丨專業資格認證
  
  彈性工作制度丨公司贊助旅行丨醫療及其他保障
  
  業內頂尖導師輔導丨晉升路線清晰丨舉薦參加高管發展計劃
• Internship Program
  
  頒發實習證書
  
  協助考獲2張專業牌照
  
  擁有實習轉正通道

百萬圓桌會議(MDRT)是金融專業人士的頂尖協會,在保險行業享有國際認可。AIA 挑戰區在13年間培養出最多的 MDRT 會員,並且是整個AIA唯一連續4年獲得"最傑出區域"稱號的區域。我們的宗旨是協助有抱負的年輕人才,發展他們的職業道路。

Nic Chan, 財富管理副總監,帶領CL NIC團隊。,連續14年獲得MDRT會員資格,並榮獲COT會員榮譽。於2013年在AIA任職後成為MDRT終身會員。他獲得了精英卓越顧問及黃金級卓越營業單位主管稱號。由於團隊擁有多樣化的專業技能,包括市營、會計、醫學、設計及金融等,能為本地及國際客戶提供多元且專業的咨詢服務。有堅實的基礎來支持整個團隊。Nic透過一對一指導,幫助新同事盡快掌握工作內容並提供全方位支持,利用團隊資源來培養新員工。團隊成員互相幫助,共享經驗,擁有良好的工作氛圍。

Key Responsibility

• Design Tailored Wealth Strategies

Support the creation of personalized financial plans aligned with client goals, market trends, and risk profiles.

• Perform Business & Market Analysis

Analyze portfolios, financial data, and market movements to generate insights and support advisory decisions.

• Drive Strategic Initiatives

Assist in identifying growth opportunities, optimizing client engagement, and executing business strategies.

• Deliver Clear, Impactful Presentations

Prepare financial models, pitch decks, and reports that communicate complex ideas with clarity and confidence.

• Build Client Relationship Skills

Develop consultative communication techniques to foster trust and ensure long-term client success.

• Commit to Continuous Learning

Participate in structured training across financial products, planning tools, and business development.

Who We Are Looking For

1. Educational Background – Bachelor's degree required (final-year students welcome); Master's degree preferred.

2. Passion for the Field – Strong interest in wealth management, financial planning, and business consulting.

3. Proactive and Goal-Oriented – Self-driven with clear objectives and a strong sense of responsibility.

4. Eager to Learn and Improve – Open to continuous learning, with a desire to enhance professional skills.

5. Excellent Interpersonal Skills – Strong communication, teamwork, and relationship-building abilities.

What We Offers

Full Time

High Earning Potential|獨有獎金機制

Flexible Work Style|彈性辦公,自主掌控時間

Elite Training System|行業頂尖講師親授,快速提升實力

Fast-Track Career Path|清晰晉升路線,直通管理層

Exclusive Perks|獎勵旅行、榮譽認證、專屬福利

Full Benefits|完善醫療及保障福利

(Internship Program)

Official Internship Certificate|實習結束即頒發官方證書

Flexible Schedule|兼顧學業與實習,時間彈性

License Support|輔導考取兩張專業證照

Return Offer Opportunity|表現優秀可獲全職錄用機會

About AIA

1. AIA今日的業務成就可追溯至1919年於上海的發源地,屹立亞洲逾100年。百年基業令AIA成為最大的泛亞地區獨立上市人壽保險集團。1931年在香港開展業務,至今覆蓋18個市場。

2. AIA是香港聯交所最大上市公司,自2010年上市後,市值升逾四倍,總資產值達3,400億美元,為恆生指數第二大成分股。

1. AIA憑藉全面實力,於創新產品、強積金、數碼科技應用、專業服務、人才培訓、市場推廣等領域,再創業界記錄,勇奪四項全球第一,印證其卓越表現及市場領導地位。

Why Choose AIA「Challenge Family」

1. 精英團隊,實力證明

連續12年榮獲 AIA 全港最高 MDRT 榮譽區域,成績媲美頂尖投資公司。你選擇的,不只是團隊,是冠軍之師。

1. 高效培訓,快速成長

「Challenge Family」提供系統化專業訓練+一對一導師制度,讓新人快速掌握財富管理技巧,穩步邁向卓越職涯。

1. 文化卓越,重質不重量

團隊重視質素與執行力,凝聚一群高學歷、高專業、高目標的年輕精英,一同追求卓越。

Synergy團隊——頂尖金融人才的搖籃

作為行業公認的精英培養平台,Synergy團隊憑借卓越的學術底蘊、嚴謹的專業培訓體系及豐碩的行業榮譽,成為金融菁英的首選成長平台。我們以系統化的職業發展路徑,助力每一位成員實現事業巔峰。

Advantages:

精英導師制

一對一資深導師全程指導,涵蓋金融、法律、經濟學、市場營銷等多領域專家團隊,為新人提供全方位支持

百分百頂尖認證

完善的培育機制確保每位成員達成MDRT/COT/TOT行業頂級榮譽

前沿行業視野

定期舉辦投行/基金公司專場研討,深度解析宏觀經濟、醫療健康、加密資產等熱點領域

高效成長體系

獨創的「Synergy加速計劃」幫助新人快速建立客戶網絡,3-6個月完成行業競爭力蛻變

我們期待這樣的你

• 應屆畢業生或跨領域轉職精英(專業不限)

• 對財富管理行業充滿熱忱,渴望突破職業天花板

• 具備終身學習意識,追求財務自由與專業卓越

在這里,你將獲得

行業頂級的資源支持與品牌背書

清晰透明的職業晉升通道

持續性的高端商業人脈拓展

遠超同業競爭力的收入回報

立即加入,與頂尖者同行

Synergy團隊——助您實現從職業精英到行業領袖的跨越

If you believe in inspiring a better future, we'd love to hear from you.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

Key Responsibility

• Design Tailored Wealth Strategies

Support the creation of personalized financial plans aligned with client goals, market trends, and risk profiles.

• Perform Business & Market Analysis

Analyze portfolios, financial data, and market movements to generate insights and support advisory decisions.

• Drive Strategic Initiatives

Assist in identifying growth opportunities, optimizing client engagement, and executing business strategies.

• Deliver Clear, Impactful Presentations

Prepare financial models, pitch decks, and reports that communicate complex ideas with clarity and confidence.

• Build Client Relationship Skills

Develop consultative communication techniques to foster trust and ensure long-term client success.

• Commit to Continuous Learning

Participate in structured training across financial products, planning tools, and business development.

Who We Are Looking For

1. Educational Background – Bachelor's degree required (final-year students welcome); Master's degree preferred.

2. Passion for the Field – Strong interest in wealth management, financial planning, and business consulting.

3. Proactive and Goal-Oriented – Self-driven with clear objectives and a strong sense of responsibility.

4. Eager to Learn and Improve – Open to continuous learning, with a desire to enhance professional skills.

5. Excellent Interpersonal Skills – Strong communication, teamwork, and relationship-building abilities.

What We Offers

Full Time

High Earning Potential|獨有獎金機制

Flexible Work Style|彈性辦公,自主掌控時間

Elite Training System|行業頂尖講師親授,快速提升實力

Fast-Track Career Path|清晰晉升路線,直通管理層

Exclusive Perks|獎勵旅行、榮譽認證、專屬福利

Full Benefits|完善醫療及保障福利

(Internship Program)

Official Internship Certificate|實習結束即頒發官方證書

Flexible Schedule|兼顧學業與實習,時間彈性

License Support|輔導考取兩張專業證照

Return Offer Opportunity|表現優秀可獲全職錄用機會

About AIA

1. AIA今日的業務成就可追溯至1919年於上海的發源地,屹立亞洲逾100年。百年基業令AIA成為最大的泛亞地區獨立上市人壽保險集團。1931年在香港開展業務,至今覆蓋18個市場。

2. AIA是香港聯交所最大上市公司,自2010年上市後,市值升逾四倍,總資產值達3,400億美元,為恆生指數第二大成分股。

1. AIA憑藉全面實力,於創新產品、強積金、數碼科技應用、專業服務、人才培訓、市場推廣等領域,再創業界記錄,勇奪四項全球第一,印證其卓越表現及市場領導地位。

Why Choose AIA「Challenge Family」

1. 精英團隊,實力證明

連續12年榮獲 AIA 全港最高 MDRT 榮譽區域,成績媲美頂尖投資公司。你選擇的,不只是團隊,是冠軍之師。

1. 高效培訓,快速成長

「Challenge Family」提供系統化專業訓練+一對一導師制度,讓新人快速掌握財富管理技巧,穩步邁向卓越職涯。

1. 文化卓越,重質不重量

團隊重視質素與執行力,凝聚一群高學歷、高專業、高目標的年輕精英,一同追求卓越。

Synergy團隊——頂尖金融人才的搖籃

作為行業公認的精英培養平台,Synergy團隊憑借卓越的學術底蘊、嚴謹的專業培訓體系及豐碩的行業榮譽,成為金融菁英的首選成長平台。我們以系統化的職業發展路徑,助力每一位成員實現事業巔峰。

Advantages:

精英導師制

一對一資深導師全程指導,涵蓋金融、法律、經濟學、市場營銷等多領域專家團隊,為新人提供全方位支持

百分百頂尖認證

完善的培育機制確保每位成員達成MDRT/COT/TOT行業頂級榮譽

前沿行業視野

定期舉辦投行/基金公司專場研討,深度解析宏觀經濟、醫療健康、加密資產等熱點領域

高效成長體系

獨創的「Synergy加速計劃」幫助新人快速建立客戶網絡,3-6個月完成行業競爭力蛻變

我們期待這樣的你

• 應屆畢業生或跨領域轉職精英(專業不限)

• 對財富管理行業充滿熱忱,渴望突破職業天花板

• 具備終身學習意識,追求財務自由與專業卓越

在這里,你將獲得

行業頂級的資源支持與品牌背書

清晰透明的職業晉升通道

持續性的高端商業人脈拓展

遠超同業競爭力的收入回報

立即加入,與頂尖者同行

Synergy團隊——助您實現從職業精英到行業領袖的跨越

If you believe in inspiring a better future, we'd love to hear from you.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

Responsibilities:

1. Assist the team to conduct adequate due diligence and risk assessment on clients including KYC, and AML review;

2. Assist to validate work flow and ensure quality of account opening process is within the efficiency standards;

3. Design and implement operational procedures complied with internal guidelines and regulatory requirements;

4. Coordinate and communicate with other departments in terms of daily operational issues;

5. Any other ad-hoc works required .

Requirements:

1. Finance, Economics, Fintech and Computer Science related majors preferred.

2. Good knowledge in Microsoft Office such as Word/Excel/PowerPoint, VBA/Python skill would be a decent plus.

3. Bilingual proficiency in both spoken and written English and Mandarin.

4. Strong passion for different functions in the Wealth Management field.

5. Good team player with adequate inter-personal skills, multitasking skills, and willingness to take on additional responsibilities.

Disclaimer:

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC's responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

What you'll be doing

1. Developing customised financial plans and investment strategies to help clients grow and protect their wealth
2. Providing expert guidance on a range of financial products, including insurance, investments, and retirement planning
3. Building and maintaining long-term relationships with clients to ensure their ongoing financial wellbeing
4. Staying up-to-date with industry regulations, trends, and best practices to deliver exceptional service
5. Collaborating with cross-functional teams to deliver integrated financial solutions

What we're looking for

1. Proven experience in financial planning or wealth management, preferably within the banking and financial services industry
2. Excellent communication and interpersonal skills, with the ability to tailor your approach to each client's needs
3. Strong analytical and problem-solving skills, with a keen eye for detail
4. Commitment to providing exceptional customer service and building long-term relationships
5. Cantonese and Mandarin or English, (One of them)

What we offer

At AIA International Limited, we are committed to supporting the professional and personal growth of our employees. We offer a competitive salary, comprehensive benefits package, and ongoing training and development opportunities to help you excel in your career. Our collaborative and supportive work environment encourages a healthy work-life balance, and we prioritise the wellbeing of our team.

About us

AIA International Limited is a leading provider of insurance and financial services in the Asia-Pacific region. With a strong presence in Kai Tak and across Hong Kong, we are dedicated to helping our clients achieve financial security and prosperity. Our mission is to be the trusted partner of choice for our customers, and we take pride in our reputation for innovation, integrity, and exceptional service.

Apply now to join our dynamic team as a Wealth Management professional and take the first step towards an exciting and rewarding career with AIA International Limited.

Job Description

1. Execute daily operations for Fund Total Return Swaps (TRS), including client meetings, sales training, and pre/post-trade project management and co-ordinations across front/middle/back offices;

2. Support OTC Product Specialist to develop and maintain a high level of product knowledge relating to cross-border derivatives (including total return swaps, OTC options, structured notes, and QFI-related investment products) and deliver to the sales team;

3. Work with traders, product managers, and sales team to develop relevant and compelling product marketing across multi-asset;

4. Perform in-depth research on various projects across different sectors and prepare marketing materials and pitch books. And create new content strategies and sales talks on synthetic prime brokerage business and cross-asset structures products for the sales team;

5. Provide feedback and clients and sales needs to the trading team to enhance trading ideas;

6. Manage the internal product post-on-boarding lifecycle for OTC derivatives and structured notes (including product launch, education, training, and marketing);

7. Deliver full trading tools and structured product opportunities to sales team;

8. Participate in various projects to drive the development of cross-border business. And negotiate with internal parties such as legal and compliance, risk, and operations;

9. Other ad hoc works / projects.

Skills and Abilities

1. Bachelor degree or above;

2. Open to all majors, preference given to Finance, Economics, Media/Communications, or related fields;

3. Strong sense of responsibility, fast-learning capability, and attention to details;

4. Proven project management experience with end-to-end execution skills;

5. Excellent communication skills and team collaboration spirit;

6. Good team worker in an efficient working atmosphere under high pressure;

7. Working knowledge of derivative product structures (TRS, OTC options, structured notes) and related legal frameworks (ISDA) is a definite advantage;

8. Excellent interpersonal, presentation and communication skills;

9. Proficient in both spoken and written English and Chinese, fluent in Mandarin is a definite advantage.

Disclaimer:

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC's responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Responsibilities

1. Work with the team to develop innovative and practical marketing strategies serving for expanding brand awareness.

与团队协作制定新颖可行的营销策略,提升品牌影响力

1. Write press releases and draft meeting-related documents.

撰写新闻稿件及起草会议相关安排文件

1. Investigate the latest marketing trends, have a good understanding and analysis ability of the industry market.

调研最新营销动向,对同业市场有较高认知及分析能力

1. Assist in marketing data and client operation data analysis and report filing.

协助进行营销数据、客户运营数据分析,整理数据报告

1. Coordinate with internal and external stakeholders and support to marketing events.

协调内外相关人员,为市场营销活动提供支持

1. Prepare event marketing plans as required.

按需撰写市场营销活动策划方案

1. Other ad-hoc duties.

其他临时事项

Requirements

1. Students in or pursuing a university degree in Marketing, Journalism, Media, Public Relations or other relevant degrees.

营销、新闻、媒体、公共关系或其他相关专业优先

1. Experience in large-scale event planning organization and process management will be an advantage.

有大型活动策划组织及流程管理经验优先

1. Availability to work at least 3 days a week.

每周至少可工作3天

1. Creative and able to think out of the box.

有创造力,能独辟蹊径

1. Attention to details, well-organized, strong executive ability and ability to work under pressure.

注重细节,条理清晰,执行力及抗压能力强

1. Great communication and teamwork skills.

沟通能力强,具有团队合作精神

1. Able to work in a fast-paced environment and meet deadlines.

能够适应快速工作环境,按时完成任务

Disclaimer:

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC's responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.