Wealth Management Adviser

Good Wish; Hong Kong; Hybrid; HKD 300,000 - 550,000; Full time

Benefits offered by this job

Five-day working arrangement

Structured professional training and连续

One-to-one mentorship and coaching

Leadership and management development

Clear career advancement pathway

Hybrid working arrangement

Grade A office in Wan Chai

Remuneration and incentive details to/

Job summary

Good Wish is seeking a motivated Wealth Management Advisor to help clients understand their financial needs and develop personalised wealth management solutions. You will build lasting professional relationships and identify new business opportunities through networking and referrals.

You will conduct reviews, explain product features and costs clearly, and work toward ambitious targets while maintaining the highest client service standards. Hybrid work in Hong Kong is available.

Qualifications

• Strong communication, interpersonal and relationship-building skills.
• A proactive attitude and a commitment to understanding clients’ needs.
• Self-motivated, organised and comfortable working towards performance targets.
• High standards of integrity, professionalism and confidentiality.
• Experience in financial services, banking, insurance, sales or customer relationship management is an advantage.
• Relevant professional qualifications or licences are an advantage; willingness to complete required training and obtain applicable licences is essential.

Responsibilities

• Understand clients’ financial circumstances, goals and risk preferences.
• Recommend suitable financial planning and wealth management solutions based on clients’ needs.
• Conduct regular reviews with clients and recommend adjustments as their circumstances change.
• Build and maintain strong relationships with existing and prospective clients.
• Develop new business through networking, referrals and other business development activities.
• Explain product features, benefits, risks and costs clearly to support informed decisions.
• Work towards agreed business targets while maintaining high standards of client service.
• Maintain accurate client records and ensure all activities comply with company policies and applicable regulatory requirements.

Skills

Communication

Interpersonal skills

Relationship building

Self-motivation

Organization

Target-driven

Integrity

Confidentiality

Licences/qualifications advantage

Education

HKDSE/HKCEE or equivalent

Job description

We are looking for a motivated and client-focused Wealth Management Advisor to join our team. This role offers the opportunity to help clients understand their financial needs, develop personalised wealth management solutions and build lasting professional relationships.

The successful candidate will identify new business opportunities, grow their client portfolio and support clients in achieving their financial goals.

Responsibilities

Understand clients’ financial circumstances, goals and risk preferences.

Recommend suitable financial planning and wealth management solutions based on clients’ needs.

Conduct regular reviews with clients and recommend adjustments as their circumstances change.

Build and maintain strong relationships with existing and prospective clients.

Develop new business through networking, referrals and other business development activities.

Explain product features, benefits, risks and costs clearly to support informed decisions.

Work towards agreed business targets while maintaining high standards of client service.

Maintain accurate client records and ensure all activities comply with company policies and applicable regulatory requirements.

Requirements

Strong communication, interpersonal and relationship-building skills.

A proactive attitude and a commitment to understanding clients’ needs.

Self-motivated, organised and comfortable working towards performance targets.

High standards of integrity, professionalism and confidentiality.

Experience in financial services, banking, insurance, sales or customer relationship management is an advantage.

Relevant professional qualifications or licences are an advantage; willingness to complete required training and obtain applicable licences is essential.

What We Offer

• Five-day working arrangement
• Structured professional training and continuous development
• One-to-one mentorship and coaching
• Leadership and management development opportunities
• Clear career advancement pathway
• Hybrid working arrangement
• Grade A office in Wan Chai
• Remuneration and incentive details will be discussed during the interview

Requirements

• Full working rights in Hong Kong
• Full HKDSE certificate, HKCEE or equivalent qualification
• Relevant experience in sales, business development, banking, insurance, financial services or another client-facing role
• Previous team management or leadership experience is preferred
• Strong communication, presentation and interpersonal skills
• Good leadership and team-building abilities
• Self-motivated, responsible, target-driven and willing to learn
• Able to work independently and collaboratively as part of a team
• Candidates under IANG or TTPS with valid working eligibility in Hong Kong will also be considered

If you are an experienced sales professional looking to advance your career, lead a growing team and develop long-term opportunities in financial services, we welcome your application.