Wealth Management Advisor | Hybrid Role, Client Growth

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

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.