Financial Consultant Trainee

AMG FINANCIAL GROUP; Hong Kong; On-site; HKD 360,000 - 600,000; Full time

Job summary

AMG FINANCIAL GROUP is a Hong Kong-based wealth management and financial advisory firm. We deliver tailored wealth management solutions, insurance planning, and investment advice to clients through a structured consultation process and ongoing portfolio oversight.

Join our team to help clients achieve financial security by offering comprehensive insurance products, strategic asset allocation, and risk mitigation across markets.

Responsibilities

• Meet with clients to understand their insurance needs, financial goals, and risk tolerance.
• Develop customized insurance plans covering life, health, property, and liability.
• Evaluate market insurance products and recommend suitable options within clients’ budgets.
• Provide investment advice based on objectives and risk profiles; analyze opportunities.
• Develop and manage client portfolios; monitor performance and adjust allocations.
• Identify and manage investment risks with diversification and hedging where appropriate.

Job description

For more than two decades, we have strived and demonstrated unwavering commitment to clients. With our headquarters in Hong Kong, one of the major financial hubs in the world, AMG FINANCIAL GROUP has grown to become one of the leading providers of wealth management and financial advisory services in the Region.

Throughout the years, AMG FINANCIAL GROUP has developed a global strategic alliance with numerous multinational financial institutions (including members of the Fortune Global 500 Companies) to provide a wide range of innovative financial products and services to our clients.

Client Consultation

Meet with clients to understand their insurance needs, financial goals, and risk tolerance. Conduct a comprehensive analysis of their existing insurance coverage, if any, and identify any gaps or areas for improvement.

Insurance Planning

Develop customized insurance plans for clients based on their specific requirements. This includes recommending appropriate insurance products such as life insurance, health insurance, property insurance, and liability insurance.

Product Recommendations

Evaluate insurance products available in the market and provide clients with suitable recommendations that align with their needs and budget. This involves comparing policy features, coverage limits, premiums, and exclusions across various insurance providers.

Investment Advisory

Provide investment advice and recommendations to clients based on their investment objectives and risk profiles. Conduct in-depth analysis of investment opportunities, asset allocation strategies, and portfolio construction to help clients achieve their financial goals.

Portfolio Management

Develop and manage investment portfolios on behalf of clients. This includes asset allocation decisions, security selection, risk management, and performance monitoring. Continuously monitor market conditions and make adjustments to portfolios as needed.

Risk Management

Identify and manage investment risks within client portfolios. Apply risk management techniques, such as diversification, hedging, and monitoring of portfolio risk metrics. Implement risk mitigation strategies to protect client investments.