Wealth Management Advisor – Hong Kong, Hong Kong SAR
We have partnered with a leading wealth management and investment advisory firm in Hong Kong to onboard experienced wealth management advisors who specialise in providing tailored investment solutions to high-net-worth clients. This role is ideal for professionals with a strong advisory background, deep market expertise, and a consultative approach to wealth planning.
Key Highlights of This Role
- Minimum of 8–10 years' experience in wealth management, investment advisory, or financial planning.
- Advise and construct tailored investment portfolios for high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).
- Deliver holistic wealth management strategies, including asset allocation, portfolio diversification, tax-efficient investing, and succession planning.
- Expertise in financial markets, alternative investments, and structured products, with a strong ability to communicate market insights to clients.
- Work closely with investment teams, research analysts, and external asset managers to provide bespoke financial solutions.
- Ensure all advisory recommendations align with client objectives, regulatory standards, and risk management frameworks.
What Our Clients Offer
- Full support infrastructure including investment research, trading, and portfolio management tools.
- Access to a broad range of global investment products, including equities, fixed income, private equity, hedge funds, and ESG-focused solutions.
- A non-transactional, long-term relationship-driven model, focused on providing advisory-led services rather than product pushing.
- Strong fiduciary culture and compliance standards to ensure both advisor and client protection.
Compensation & Career Development
- A competitive base salary with a performance-linked incentive structure, rewarding sustainable AUM growth and long-term client relationships.
- Opportunity for career progression within leading wealth management and advisory firms with global reach.
Diversity & Inclusion
Our clients are dedicated to fostering an inclusive environment and encourage applications from all backgrounds. We welcome candidates regardless of race, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.