Financial Advisor - Wealth Management (Hong Kong)

About the role

An established team in Causeway Bay, Hong Kong, is recruiting an experienced Financial Advisor to deliver comprehensive financial planning and wealth management services to an international client base, including expatriates and high-net-worth individuals. The role is performance-driven and client-facing, focused on relationship development and growth.

Key responsibilities

• Offer strategic financial advice and wealth management services to a global client base
• Establish and maintain client relationships through dedicated account management
• Carry out comprehensive financial assessments and ongoing portfolio reviews
• Develop bespoke financial plans covering investment, pension and protection strategies
• Advise on multinational financial planning, cross-border investments and asset structuring
• Handle UK pension transfer advice, QROPS arrangements and international tax planning
• Ensure compliance with all applicable financial regulations and company policies

Required profile

• At least 3 years of client-facing experience in wealth management or life insurance advisory
• UK-recognised financial advisory qualifications such as DipPFS, CISI Level 4, CFP or equivalent
• In-depth understanding of investment strategies, pension planning and wealth management
• Prior experience with expatriate or international clients is beneficial

Required skills

• Excellent verbal and written communication with a strong client focus
• Knowledge of investment strategies, pension planning and wealth management

What we offer

• Uncapped commission-based earnings with growth potential
• Training and mentoring for professional development
• Relocation and visa sponsorship support for international hires
• Comprehensive back-office and compliance support
• Progression opportunities within a growing international company

To apply, send your CV and a brief covering letter explaining your relevant experience and motivation.