Advisory Associate

    Location: Quarry Bay, Eastern District

    Job Type: Full time

    Salary: $20,000 – $28,000 per month

    Key Responsibilities

    • Engage with high-net-worth clients to understand their financial needs and provide tailored advisory solutions
    • Support the development and execution of premium financing strategies and investment portfolios
    • Conduct market research, financial analysis, and prepare client-facing presentations
    • Collaborate with internal teams and external partners to deliver holistic wealth solutions
    • Participate in training programs and mentorship sessions designed to accelerate your career

    What We’re Looking For

    ✔ Bachelor’s degree in Finance, Business, Economics, or related disciplines ✔ Strong communication and interpersonal skills ✔ Analytical mindset with a keen interest in investment and wealth management ✔ Proficiency in Microsoft Office (Excel, PowerPoint, Word) ✔ Fluency in English; Cantonese and/or Mandarin is a plusWhat We Offer

    ✅ Structured training and mentorship from industry leaders ✅ Exposure to premium financing, private banking, and investment advisory ✅ Fast-track career development with clear progression pathways ✅ Competitive salary and performance-based incentives ✅ Collaborative and professional work environment

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