202 Wealth Management jobs in Hong Kong

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.

1 day ago Be among the first 25 applicants

Direct message the job poster from AIA Hong Kong and Macau

Company Description

AIA Hong Kong & Macau is dedicated to engaging in people’s lives to make a positive impact by helping them live longer, healthier, and better lives. As part of the AIA Group, the largest independent publicly listed pan-Asian life insurance group, we boast a presence in 18 markets in Asia-Pacific. Our financial planners are committed to transforming our customers' feelings of love into tangible protection with insurance policies. AIA serves over 30 million individual policyholders and more than 16 million group insurance members with a range of products including life insurance, health insurance, and savings plans.

Role Description

This is a full-time on-site role for a Wealth Management Director, located in Hong Kong. The Wealth Management Director will be responsible for developing and implementing financial plans for clients, preparing and analyzing financial statements, and managing day-to-day client finance needs. The role includes conducting financial reporting and providing comprehensive financial advice. The Director will work closely with clients to meet their wealth management needs and ensure high standards of service.

Qualifications

• Financial Planning and Finance skills
• Strong Analytical Skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Bachelor’s degree holder
• Professional certification (e.g., CFA, CFP) is a plus
• Have working experience in China is a plus
• Permanent work rights with no restrictions/Temporary Visa(IANG,TTPS,QMAS,Dependent Visa

• Seniority level Mid-Senior 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

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

Wan Chai District, Hong Kong SAR 2 weeks ago

Central & Western District, Hong Kong SAR HK$100,000.00-HK$10,000.00 2 weeks ago

Central & Western District, Hong Kong SAR 3 weeks ago

Central & Western District, Hong Kong SAR 1 day ago

Wan Chai District, Hong Kong SAR 2 weeks ago

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1 day ago Be among the first 25 applicants

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With its diverse geographic coverage, AIA provides excellent opportunities for people looking for challenges. Our work culture is based on five values - People, Customer Focus, Performance, Integrity, Respect and Entrepreneurship.

Our team provide one-stop solution of Wealth Management, specialise in Investment, Capital Appreciation and Portfolio Management.

We are looking for high calibre who is passionate, proactive, forward-thinking and innovative to join our professional team.

Job Description

• Provide wealth management services to high net worth individual clients
• Maintain and develop relationships with clients by providing regular updates, inquiries service
• Provide investment recommendations and cross-sell the products to High net-worth clients on financial needs with the product base of Equity, Fixed Income, Funds, etc.
• Inform clients on potential risks of investment and solutions guidance
• Ensure full compliance with internal and external requirements on relevant regulated activities

Requirements

• University Degree or Above
• 1-3 years working experience
• Fluent in Cantonese
• Products knowledge of common High net-worth clients' preference e.g. Equity, Fixed Income, Funds
• Strong Problem Solving Skills
• Highly motivated and results orientated
• Have a high level of self-initiative to challenge and improve processes
• Able to manage multiple tasks or projects and manage deadlines effectively
• Strong team player who is able to work under pressure
• Previous client facing experience is preferred
• Hong Kong Identity Card Holder Only

• 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 2 weeks ago

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• Direct experience in personal wealth management, client onboarding, and client service, or significant operations and client service experience in a related field.
• Located in or willing to relocate to Hong Kong. Relocation package possible for the right candidate.
• Preferred candidates will have their SFC Type 4 and 9 and/or CFP credentials or a similar advanced qualification.
• Strong references from prior employers/colleagues are required.
• Ability to complete operations and administrative support work independently and with a team with precision and accuracy.

Leo Wealth is growing its Asian teams, seeking wealth associates to join our offices in Hong Kong and Singapore. This exciting role offers an opportunity to work as part of a fast-paced team delivering comprehensive wealth management and investment solutions to our global clients.

Core Job Responsibilities

1. Client onboarding, account opening, and account administration.
2. Provide financial planning support for senior advisers and their clients.
3. Maintain and build client relationships, delivering wealth management solutions.
4. Oversee data entry of new client information into CRM and other systems.
5. Prepare for financial plan reviews and assist clients with financial modeling, estate planning, and tax planning.
6. Coordinate information requests for advisers and their clients and organize client data.
7. Attend client meetings with advisers and independently manage follow-up.
8. Utilize software to run reports and analyze client data.

Core Skills and Qualifications

1. Bachelor’s degree or higher in a relevant field. Strong interpersonal, organizational, and communication skills.
2. Native/fluent written and spoken English.
3. Committed to Asia long-term.
4. Team player able to work with other client advisers and senior management.
5. Extensive background in the use of Windows and Microsoft Office applications (Word, Excel including pivot tables, and PowerPoint). Knowledge of and ability to learn and use CRM systems and software for client and company reporting.
6. Ability to work both independently and with a diverse, international team.
7. CFP/CFA/CPA/TEP or an interest in obtaining these or other relevant credentials is a plus.
8. Ability to adhere to the highest standards of confidentiality and integrity.
9. Ability to provide references and submit to a background check.

• Preferred current SFC, MAS, or Series 65/66 and/or 7.

• Entry level

• Full-time

• Finance and Sales

This job posting is active and not expired.

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

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

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

• Direct experience in personal wealth management, client onboarding, and client service, or significant operations and client service experience in a related field.
• Located in or willing to relocate to Hong Kong. Relocation package possible for the right candidate.
• Preferred candidates will have their SFC Type 4 and 9 and/or CFP credentials or a similar advanced qualification.
• Strong references from prior employers/colleagues are required.
• Ability to complete operations and administrative support work independently and with a team with precision and accuracy.

Leo Wealth is growing its Asian teams, seeking wealth associates to join our offices in Hong Kong and Singapore. This exciting role offers an opportunity to work as part of a fast-paced team delivering comprehensive wealth management and investment solutions to our global clients.

Core Job Responsibilities

• Client onboarding, account opening, and account administration.
• Provide financial planning support for senior advisers and their clients.
• Maintain and build client relationships, delivering wealth management solutions.
• Oversee data entry of new client information into CRM and other systems.
• Prepare for financial plan reviews and assist clients with financial modeling, estate planning, and tax planning.
• Coordinate information requests for advisers and their clients and organize client data.
• Attend client meetings with advisers and independently manage follow-up.
• Utilize software to run reports and analyze client data.

Core Skills and Qualifications

• Bachelor’s degree or higher in a relevant field. Strong interpersonal, organizational, and communication skills.
• Native/fluent written and spoken English.
• Committed to Asia long-term.
• Team player able to work with other client advisers and senior management.
• Extensive background in the use of Windows and Microsoft Office applications (Word, Excel including pivot tables, and PowerPoint). Knowledge of and ability to learn and use CRM systems and software for client and company reporting.
• Ability to work both independently and with a diverse, international team.
• CFP/CFA/CPA/TEP or an interest in obtaining these or other relevant credentials is a plus.
• Ability to adhere to the highest standards of confidentiality and integrity.
• Ability to provide references and submit to a background check.

• Preferred current SFC, MAS, or Series 65/66 and/or 7.

• Entry level

• Full-time

• Finance and Sales

This job posting is active and not expired.

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.

1 day ago Be among the first 25 applicants

Direct message the job poster from AIA Hong Kong and Macau

Company Description

AIA Hong Kong & Macau is dedicated to engaging in people’s lives to make a positive impact by helping them live longer, healthier, and better lives. As part of the AIA Group, the largest independent publicly listed pan-Asian life insurance group, we boast a presence in 18 markets in Asia-Pacific. Our financial planners are committed to transforming our customers' feelings of love into tangible protection with insurance policies. AIA serves over 30 million individual policyholders and more than 16 million group insurance members with a range of products including life insurance, health insurance, and savings plans.
Role Description

This is a full-time on-site role for a Wealth Management Director, located in Hong Kong. The Wealth Management Director will be responsible for developing and implementing financial plans for clients, preparing and analyzing financial statements, and managing day-to-day client finance needs. The role includes conducting financial reporting and providing comprehensive financial advice. The Director will work closely with clients to meet their wealth management needs and ensure high standards of service.
Qualifications

• Financial Planning and Finance skills
• Strong Analytical Skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Bachelor’s degree holder
• Professional certification (e.g., CFA, CFP) is a plus
• Have working experience in China is a plus
• Permanent work rights with no restrictions/Temporary Visa(IANG,TTPS,QMAS,Dependent Visa

• Seniority level Mid-Senior 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

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

Wan Chai District, Hong Kong SAR 2 weeks ago

Central & Western District, Hong Kong SAR HK$100,000.00-HK$10,000.00 2 weeks ago

Central & Western District, Hong Kong SAR 3 weeks ago

Central & Western District, Hong Kong SAR 1 day ago

Wan Chai 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.

1 day ago Be among the first 25 applicants

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

With its diverse geographic coverage, AIA provides excellent opportunities for people looking for challenges. Our work culture is based on five values - People, Customer Focus, Performance, Integrity, Respect and Entrepreneurship.

Our team provide one-stop solution of Wealth Management, specialise in Investment, Capital Appreciation and Portfolio Management.

We are looking for high calibre who is passionate, proactive, forward-thinking and innovative to join our professional team.

Job Description

• Provide wealth management services to high net worth individual clients
• Maintain and develop relationships with clients by providing regular updates, inquiries service
• Provide investment recommendations and cross-sell the products to High net-worth clients on financial needs with the product base of Equity, Fixed Income, Funds, etc.
• Inform clients on potential risks of investment and solutions guidance
• Ensure full compliance with internal and external requirements on relevant regulated activities

Requirements

• University Degree or Above
• 1-3 years working experience
• Fluent in Cantonese
• Products knowledge of common High net-worth clients' preference e.g. Equity, Fixed Income, Funds
• Strong Problem Solving Skills
• Highly motivated and results orientated
• Have a high level of self-initiative to challenge and improve processes
• Able to manage multiple tasks or projects and manage deadlines effectively
• Strong team player who is able to work under pressure
• Previous client facing experience is preferred
• Hong Kong Identity Card Holder Only

• 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 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.