Wealth Manager & HNW Advisor for Retirement & Protection

AXA Investment Managers; Hong Kong; On-site; HKD 500,000 - 900,000; Full time

Job summary

AXA Investment Managers is seeking a driven Wealth Manager to join our Hong Kong team. This role focuses on delivering tailored financial solutions and building enduring relationships with high-net-worth individuals and pre-retirement clients across the region.

You will design and implement comprehensive strategies, conduct in-depth client consultations, and pursue new business opportunities while staying updated on market trends and regulatory changes to ensure compliant, best-in-class advice.

Qualifications

• Excellent interpersonal, presentation, and communication skills.
• Self-motivated, results-oriented professional who thrives in a fast-paced, performance-driven environment.

Responsibilities

• Design and implement comprehensive financial strategies covering retirement planning, wealth preservation, protection, and investment solutions.
• Conduct in-depth client consultations to understand goals, risk profiles, and priorities, then deliver personalised recommendations.
• Cultivate long-term client relationships through proactive engagement, exceptional service, and consistent follow-up.
• Identify and pursue new business opportunities across diverse Asian markets.
• Stay current with market trends, product developments, and regulatory changes to ensure advice remains compliant and best-in-class.

Skills

Interpersonal skills

Communication

Presentation

Education

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

Job description

AXA Investment Managers is seeking a driven Wealth Manager to join our Hong Kong team. This role focuses on delivering tailored financial solutions and building enduring relationships with high-net-worth individuals and pre-retirement clients across the region.

You will design and implement comprehensive strategies, conduct in-depth client consultations, and pursue new business opportunities while staying updated on market trends and regulatory changes to ensure compliant, best-in-class advice.