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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