Investment Adviser

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

Our client understands that their success is driven by their people. They are committed to fostering a culture where individuals are happy, engaged, and well-rewarded, with access to the tools and opportunities to maximize their potential. Teamwork, mutual support, and the use of external professionals as needed are core to their approach.Our client is recruiting an experienced Financial Advisor to join their established team in the thriving district of Causeway Bay. This position focuses on delivering comprehensive financial planning and wealth management services to a diverse international client base, including expatriates and high-net-worth individuals. The successful candidate will thrive in Hong Kong's dynamic financial landscape and growing cross-border wealth management sector.

Core duties

• 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

Qualifications & Requirements

• Must hold UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent)
• Minimum 2-3 years of hands-on experience advising clients on financial matters
• In-depth understanding of investment strategies, pension planning, and wealth management
• Excellent verbal and written communication skills with strong client focus
• Prior experience working with expatriate or international clients is beneficial
• Dedicated to professional development and upholding regulatory requirements

Reward and infrastructure

• Uncapped commission-based earnings with excellent growth potential
• Investment in the successful candidate's professional development through training and mentoring
• Relocation and visa sponsorship support for international hires
• Build a worldwide client portfolio with cross-border opportunities
• Comprehensive back-office and compliance support
• Progression opportunities within a growing international company

About Hong Kong

This role benefits from the city's strong position in the global financial sector. With a growing expatriate community, excellent infrastructure, and a favourable tax environment, Hong Kong offers an ideal base for international financial advisory professionals.

Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII, or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.

UK-based IFAs are eligible to apply; experienced IFAs already working overseas may also be considered. UK-recognised financial advisory qualifications required (DipPFS, CISI Level 4, CFP or equivalent).