Financial Advisor

Dynasty Holdings; Hong Kong; Hybrid; HKD 248,000 - 358,000; Part time

Job summary

Dynasty Holdings is seeking a part-time Financial Advisor in Hong Kong with hybrid work. You will meet clients to understand goals, risk tolerance, and time horizons, then craft tailored financial plans involving investments, insurance, and retirement strategies.

You will conduct ongoing portfolio reviews, monitor market developments, and adjust recommendations. The role requires strong communication, regulatory awareness in Hong Kong, and collaboration with internal teams to coordinate asset

Qualifications

• Strong financial planning and retirement planning to design client-focused strategies.
• Solid foundation in finance, investments, and portfolio analysis for informed recommendations.
• Proven experience in financial advisory, including client relationship management and actionable guidance.
• Certifications such as CFP, CFA, or equivalent and a degree in finance, economics, business, or related field.
• Excellent analytical, communication, and presentation skills; able to explain complex concepts clearly.
• High ethical standards, careful attention to detail, and knowledge of regulatory requirements in Hong Kong’s financial services sector.
• Ability to work effectively in a hybrid environment, manage time independently, and collaborate with colleagues and clients.

Responsibilities

• Meet clients to understand financial goals, risk tolerance, and horizons to build tailored plans.
• Develop investment, insurance, and retirement strategies as part of comprehensive plans.
• Conduct portfolio reviews, monitor market developments, and adjust recommendations as client circumstances evolve.
• Prepare clear client reports and educate clients on financial options and implications.
• Coordinate with internal teams to deliver asset management, insurance, and family office services.
• Ensure regulatory compliance and uphold ethical standards in all client interactions.

Skills

Financial Planning

Retirement Planning

Finance & Investments

Client Relationships

Regulatory Awareness

Communication Skills

Presentation Skills

Ethical Standards

Hybrid Work

Job description

Dynasty Holdings is a premier finance holding company providing a comprehensive range of financial services to meet the diverse needs of individual and family clients. With USD 1.8 billion in assets under management, the firm delivers expert guidance and personalized strategies to help preserve and grow wealth.

Services span external asset management, private fund management, and a wide array of insurance solutions. Dynasty Holdings also offers bespoke family office services for high-net-worth clients, focusing on long-term relationships, exceptional results, and helping clients navigate complex financial decisions with confidence.

Role Description

This is a part-time Financial Advisor role based in Hong Kong with a hybrid work arrangement, combining in-office collaboration and some work-from-home flexibility.

The Financial Advisor will meet with clients to understand their financial goals, risk tolerance, and time horizons, and develop tailored financial plans that may include investments, insurance, and retirement strategies.

The role involves conducting ongoing portfolio reviews, monitoring market developments, and adjusting recommendations as client circumstances evolve. The Financial Advisor will prepare clear reports, educate clients on financial options, and ensure regulatory compliance and ethical standards are consistently met.

The role also includes working closely with internal teams to coordinate services such as asset management, insurance solutions, and family office offerings.

Qualifications

• Strong skills in Financial Planning and Retirement Planning to design comprehensive, client-centric financial strategies.
• Solid foundation in Finance and Investments for analyzing portfolios, markets, and products and making informed recommendations.
• Proven experience in Financial Advisory, including client relationship management and delivering clear, actionable guidance.
• Relevant professional certifications (e.g., CFP, CFA, or equivalent) and a degree in finance, economics, business, or a related field.
• Excellent analytical, communication, and presentation skills, with the ability to explain complex concepts in accessible terms.
• High ethical standards, attention to detail, and familiarity with regulatory requirements in Hong Kong’s financial services sector.
• Ability to work effectively in a hybrid environment, managing time independently while collaborating with colleagues and clients.