Elite HNW Wealth Advisor & Retirement Planner

AXA Investment Managers; Hong Kong; On-site; HKD 350,000 - 650,000; Full time

Job summary

AXA Investment Managers in Hong Kong seeks an experienced wealth management professional to design strategic financial plans, conduct in-depth client consultations, and cultivate long-term relationships with high-network clients. The role emphasizes personalised advice aligned with retirement, wealth preservation, and protection solutions.

The candidate should demonstrate a proven track record in wealth management or financial planning, strong communication and presentation abilities, and a

Qualifications

• Associate Degree or higher in Finance, Business, Economics, or related discipline.
• Proven track record in wealth management, financial planning, or HNW advisory.
• Excellent interpersonal, presentation, and communication skills.
• Self-motivated, results-oriented professional who thrives in a fast-paced environment.

Responsibilities

• Design and execute strategic financial plans covering retirement planning, wealth preservation, protection solutions, and investment strategies
• Conduct in-depth client consultations to uncover goals and deliver highly personalised recommendations
• Cultivate long-term client relationships through proactive engagement and exceptional service standards
• Identify and pursue new business opportunities across diverse Asian markets
• Stay current with market trends, product developments, and regulatory requirements to deliver compliant, best-in-class advice

Skills

Interpersonal skills

Presentation skills

Communication skills

Education

Associate Degree or higher in Finance, Business, Economics or related discipline

Job description

AXA Investment Managers in Hong Kong seeks an experienced wealth management professional to design strategic financial plans, conduct in-depth client consultations, and cultivate long-term relationships with high-network clients. The role emphasizes personalised advice aligned with retirement, wealth preservation, and protection solutions.

The candidate should demonstrate a proven track record in wealth management or financial planning, strong communication and presentation abilities, and a