Location: Yau Tsim Mong District (Hybrid)
Job Type: Full time
Salary: $5,000,000 per year
Job Description
We are seeking established and ambitious Senior Wealth Management Advisors who have a proven track record of success. In this role, you will be responsible for developing and managing a portfolio of HNW and Ultra-HNW clients, providing sophisticated financial solutions for wealth preservation, growth, and succession planning.
You will leverage our family’s extensive resources, proprietary training, and market-leading product suite to deliver exceptional value to your clients.
Key Responsibilities:
- Client Relationship Management: Cultivate and maintain long-term relationships with HNW clients, acting as their trusted advisor on comprehensive financial planning.
- Business Development: Proactively identify and pursue new business opportunities through referrals, networking, and leveraging the family’s extensive ecosystem.
- Strategic Financial Planning: Analyze clients’ financial situations and objectives to design and implement bespoke strategies utilizing our advanced financial products, including estate planning, tax-efficient solutions, and multi-currency portfolios.
- Portfolio Growth: Drive the growth of your business by achieving and exceeding ambitious sales targets for our premium product lines, such as the flagship “Wealth Series” and ILAS.
- Collaborate for Success: Work synergistically with our team of senior mentors and colleagues to share best practices and tackle complex client scenarios.
To be a successful candidate, you will have:
- A minimum of 5 years of proven success in wealth management, private banking, or financial advisory, with a demonstrable track record of high production (e.g., consistent MDRT, COT, or TOT qualification is highly desirable).
- Deep experience in serving Hong Kong and Mainland Chinese HNW clients and a strong understanding of their unique needs and preferences.
- Exceptional knowledge of financial markets, investment products, and sophisticated planning concepts (e.g., trust structures, family office).
- Outstanding communication, presentation, and interpersonal skills.
- A degree holder in Finance, Economics, Business, or a related field. Possession of professional qualifications (e.g., CFP, CFA, RFC) is a strong advantage.
- Fluency in Cantonese, English, and Mandarin is essential.
What we offer:
- Elite Platform & Reputation: Join a top-performing, award-winning family with a 30-year reputation that instantly elevates your credibility.
- Uncapped Earning Potential: A highly attractive compensation package designed for top producers, including a competitive base salary, industry-leading commission structure, and significant performance-based bonuses.
- Dedicated Mentorship: Direct access to and mentorship from our founding leader, Mr. Peter Lee, P.S.D.D., and a roster of senior industry veterans to accelerate your growth.
- Comprehensive Support: A full suite of operational, marketing, and technical support, including our proprietary “Agency Corner” platform and dedicated apps, allowing you to focus on revenue-generating activities.
- Market-Leading Product Suite: Access to AIA’s top-tier, internationally-focused products (e.g., USD-denominated policies, “Wealth Series”) that are highly sought after by Hong Kong and Mainland Chinese clients.
- Clear Career Progression: A defined path to leadership and management roles for those who wish to build and lead their own teams under our esteemed brand.