Wealth Manager / Protection Specialist / HNW Advisor

AXA Investment Managers; Hong Kong; Presencial; HKD 500.000 - 900.000; Jornada completa

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Conocimientos

Interpersonal skills

Communication

Presentation

Educación

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

Descripción del empleo

We are seeking a driven, client-centric Wealth Manager to join our expanding team. This is an excellent opportunity for professionals who excel at delivering tailored financial solutions and building enduring relationships with high-net-worth individuals and pre-retirement clients across the region.

Key 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.

What We’re Looking For

• Associate Degree or higher in Finance, Business, Economics, or a related discipline.
• Solid experience in wealth management, financial planning, or high-net-worth advisory.
• Excellent interpersonal, presentation, and communication skills.
• Self-motivated, results-oriented professional who thrives in a fast-paced, performance-driven environment.