Job Description
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 pl...
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 pl...
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