Location: Hong Kong (coverage across Hong Kong, Macau & Mainland China)
Client Segment: High-Net-Worth Individuals (HNWIs)
We are seeking entrepreneurial, relationship-driven professionals to join our growing private wealth advisory platform. This role focuses on advising High-Net-Worth Individuals across Hong Kong, Macau, and Mainland China, delivering tailored wealth solutions across investments, insurance, and long-term financial planning.
This is an opportunity for ambitious individuals who are driven by performance-based rewards, value autonomy, and are motivated to build a sustainable, long-term book of business that generates recurring income over time.
Key Responsibilities
Develop and manage long-term relationships with High-Net-Worth clients across Greater China
Provide holistic wealth planning solutions, including:
Investment-linked and traditional insurance solutions
Portfolio construction and asset allocation strategies
Retirement, legacy, and succession planning
Risk management and capital preservation strategies
Source, onboard, and advise new clients through professional networks, referrals, and strategic partnerships
Deliver ongoing portfolio reviews and proactive advice aligned with market conditions and client objectives
Build and grow a personal book of business that delivers recurring and predictable income over time
Stay current with market trends, regulatory developments, and product innovations across the region
Earning & Career Potential
Highly competitive, performance-driven remuneration with uncapped earning potential
Opportunity to build a scalable, long-term income stream through recurring client relationships
Increasing income stability as your client base and assets under advisory mature
Clear pathway to senior advisory, team leadership, or partner-level roles
Access to a comprehensive product platform and regional market opportunities in one of the world’s fastest-growing wealth corridors
Ideal Candidate Profile
Entrepreneurial mindset with a strong drive for personal and financial success
Proven ability to build trust and long-term client relationships
Strong communication skills across cultures; Mandarin and/or Cantonese highly preferred
Existing networks or strong interest in serving HNW clients in Greater China
Background in wealth management, financial advisory, private banking, insurance, or investment sales is an advantage
Self-disciplined, resilient, and comfortable working in a performance-oriented environment
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