Financial Advisor

Glory Family Heritage; Hong Kong; On-site; HKD 600,000 - 1,200,000; Full time

Benefits offered by this job

Uncapped earning potential

Full-stack support

Multi-jurisdictional product platform

High flexibility

Professional growth sponsorship

Job summary

Glory Family Heritage is seeking seasoned wealth advisers in Hong Kong to develop and serve mid-to-high-net-worth clients. You will provide tailored asset allocation, including insurance protection and residency planning, while offering ongoing market insights through regular portfolio reviews.

The role emphasizes building trusted client relationships, expanding networks, and driving sustainable business growth with uncapped earning potential and full back-office support.

Qualifications

• Bachelor's degree or above; degree in Finance, Business, or related disciplines preferred.
• 3+ years of experience in wealth management, insurance, private banking, or related client-facing roles is preferred.
• Hold or willing to obtain SFC licenses and/or IIQE insurance intermediary qualifications

Responsibilities

• Develop and serve mid-to-high-net-worth and high-net-worth clients, building and maintaining long-term trusted relationships
• Provide comprehensive asset allocation solutions tailored to client needs, covering insurance protection, investment planning, and identity/residency planning
• Conduct regular portfolio reviews, offering ongoing professional advice and market insights
• Actively expand client networks and referral channels to drive sustained business growth

Skills

Communication skills

Proactiveness

Entrepreneurial mindset

Networking

Education

Bachelor's degree or above

Job description

Key responsibilities

Develop and serve mid-to-high-net-worth and high-net-worth clients, building and maintaining long-term trusted relationships

Provide comprehensive asset allocation solutions tailored to client needs, covering insurance protection, investment planning, and identity/residency planning

Conduct regular portfolio reviews, offering ongoing professional advice and market insights

Actively expand client networks and referral channels to drive sustained business growth

About you

Bachelor's degree or above; degree in Finance, Business, or related disciplines preferred

3+ years of experience in wealth management, insurance, private banking, or related client-facing roles is preferred

Strong communication skills, proactive, entrepreneurial mindset, and sense of responsibility

Existing network or high-net-worth client resources is an advantage

Hold or willing to obtain SFC licenses and/or IIQE insurance intermediary qualifications

About us

We are a Hong Kong-based independent financial advisory platform, holding insurance and SFC-regulated activity licenses. Unlike traditional single-brand agency models, we partner with leading global insurance companies and financial institutions to provide advisers with an objective, neutral product platform. Advisers are not tied to any single company's products — they deliver genuinely client-centric 360-degree wealth management solutions spanning insurance, investment, and identity/residency planning. Our platform features a dedicated investment research and back-office team, providing market analysis, compliance support, and professional training, so advisers can focus entirely on growing their business and serving clients.

Uncapped Earning Potential: Competitive commission and bonus structure — income directly linked to performance, with no ceiling

Comprehensive Empowerment System: Full-stack support including back-office administration, compliance advisory, CRM tools, and marketing resources, enabling you to focus on client development and advisory work

Multi-Jurisdictional Product Platform: Access to an integrated product shelf across insurance, cross-border investments, and immigration/residency programmes, covering Hong Kong, Singapore, the US, and Europe

High Flexibility: Autonomy to arrange your working hours and methods, flexibly aligned with your personal development pace

Professional Growth: Ongoing training and qualification sponsorship, supporting licensing and professional development