HNW Advisor/ Retirement Planner/ Wealth Manager

AXA Investment Managers; Hong Kong; On-site; HKD 350,000 - 650,000; Full time

Job summary

AXA Investment Managers in Hong Kong seeks an experienced wealth management professional to design strategic financial plans, conduct in-depth client consultations, and cultivate long-term relationships with high-network clients. The role emphasizes personalised advice aligned with retirement, wealth preservation, and protection solutions.

The candidate should demonstrate a proven track record in wealth management or financial planning, strong communication and presentation abilities, and a

Qualifications

• Associate Degree or higher in Finance, Business, Economics, or related discipline.
• Proven track record in wealth management, financial planning, or HNW advisory.
• Excellent interpersonal, presentation, and communication skills.
• Self-motivated, results-oriented professional who thrives in a fast-paced environment.

Responsibilities

• Design and execute strategic financial plans covering retirement planning, wealth preservation, protection solutions, and investment strategies
• Conduct in-depth client consultations to uncover goals and deliver highly personalised recommendations
• Cultivate long-term client relationships through proactive engagement and exceptional service standards
• Identify and pursue new business opportunities across diverse Asian markets
• Stay current with market trends, product developments, and regulatory requirements to deliver compliant, best-in-class advice

Skills

Interpersonal skills

Presentation skills

Communication skills

Education

Associate Degree or higher in Finance, Business, Economics or related discipline

Job description

• Design and execute strategic financial plans covering retirement planning, wealth preservation, protection solutions, and investment strategies
• Conduct in-depth client consultations to uncover goals and deliver highly personalised recommendations
• Cultivate long-term client relationships through proactive engagement and exceptional service standards
• Identify and pursue new business opportunities across diverse Asian markets
• Stay current with market trends, product developments, and regulatory requirements to deliver compliant, best-in-class advice

Requirements

• Associate Degree or higher in Finance, Business, Economics, or a related discipline
• Proven track record in wealth management, financial planning, or HNW advisory
• Excellent interpersonal, presentation, and communication skills
• Self-motivated, results-oriented professional who thrives in a fast-paced environment