Role Overview
This is a client‑facing advisory role focusing on delivering personalised wealth and risk management solutions as well as insurance products. The position suits professionals with a strong relationship‑management mindset and experience servicing clients in regulated financial or insurance settings.
Key Responsibilities
Provide comprehensive financial and wealth advisory solutions across investment and insurance protection needs
Build and sustain trusted, long‑term relationships with private and professional clients
Carry out regular financial health checks, portfolio reviews, and planning discussions
Deliver client‑centric advice on asset allocation, risk management, and financial planning
Stay up to date with regulatory, compliance, and licensing requirements applicable to advisory activities
Key Requirements
- Holder of relevant IA and/or SFC licenses
- 3-5 years' experience within financial advisory, insurance, or related institutions
- Prior exposure to Mainland China clients or markets is advantageous
- Strong communication, presentation, and relationship‑building skills
- CFP or equivalent professional qualifications are a plus
- Open to candidates under IANG, TTPS, or QMAS schemes
