Elite Wealth Advisor & AVP for HNW Clients

AXA Wealth Management (HK) Limited; Hong Kong; On-site; HKD 600,000 - 1,200,000; Full time

Benefits offered by this job

Financial flexibility

Prestige brand

Growth path

Digital tools

Job summary

Swiss Privilege by AXA in Hong Kong seeks an Executive Relationship Manager / Assistant Vice President to manage a prestigious client portfolio. You will act as a trusted advisor, architect financial futures, and craft bespoke investment and insurance solutions while building holistic client ecosystems.

We value seasoned leaders with a university degree, fluency in English and Cantonese (Mandarin a plus), and valid insurance/investment licenses.

Qualifications

• University degree with fluency in English and Cantonese (Mandarin a plus).
• Experience in Banking or Insurance with understanding of financial markets.
• Sales-driven with ability to exceed targets.
• Valid insurance and investment licenses (IIQE/HKSI) and commitment to CPD.

Responsibilities

• Architect Financial Futures: tailor sophisticated investment and insurance solutions for HNW clients.
• Cultivate Elite Networks: proactively develop your customer base and high-trust relationships.
• Drive Strategic Referrals: collaborate across units to provide holistic financial ecosystems.
• Lead with Integrity: uphold AXA's standards of compliance and operational excellence.

Skills

Sales & relationship management

Networking

Communication

Interpersonal skills

Education

University degree

Job description

Swiss Privilege by AXA in Hong Kong seeks an Executive Relationship Manager / Assistant Vice President to manage a prestigious client portfolio. You will act as a trusted advisor, architect financial futures, and craft bespoke investment and insurance solutions while building holistic client ecosystems.

We value seasoned leaders with a university degree, fluency in English and Cantonese (Mandarin a plus), and valid insurance/investment licenses.