Global Wealth Advisor: Cross-Border, Uncapped Earnings

Prestige IFA Jobs; Hong Kong; Presencial; HKD 300.000 - 600.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Relocation and visa sponsorship

Comprehensive back-office support

Professional development and mentoring

Descripción de la vacante

Prestige IFA Jobs is seeking an experienced Financial Advisor in Causeway Bay, Hong Kong to provide comprehensive financial planning and wealth management for a diverse international client base, including expatriates and high-net-worth individuals.

You will deliver strategic advice, build long-term client relationships, and manage cross-border investment and pension planning within a compliant framework. Relocation and visa sponsorship are available for international hires.

Formación

• Must have UK-recognised financial advisory qualifications and strong client focus.

Responsabilidades

• Offer strategic financial advice and wealth management services to a global client base.
• Establish and maintain enduring client relationships through dedicated account management.
• Carry out comprehensive financial assessments and ongoing portfolio reviews.
• Develop bespoke financial plans incorporating investment, pension, and protection strategies.
• Advise on multinational financial planning, cross-border investments, and asset structuring.
• Handle UK pension transfer advice, QROPS arrangements, and international tax planning.
• Ensure full compliance with all applicable financial regulations and company policies.

Educación

DipPFS, CISI Level 4, CFP or equivalent

Descripción del empleo

Prestige IFA Jobs is seeking an experienced Financial Advisor in Causeway Bay, Hong Kong to provide comprehensive financial planning and wealth management for a diverse international client base, including expatriates and high-net-worth individuals.

You will deliver strategic advice, build long-term client relationships, and manage cross-border investment and pension planning within a compliant framework. Relocation and visa sponsorship are available for international hires.