Financial Consultant, Wealth Management & Leadership Development

AIA Hong Kong and Macau
Hong Kong, Hong Kong SAR
Salary not specified
Posted
Full-time
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Job Description

Build a Career, Not Just Find a Job You have ability. We provide the platform, method and support to help you turn it into a meaningful career. STARR1919 is a Challenge Family Team built for ambitious individuals who want to develop professional expertise, serve clients with purpose and progress into leadership. We welcome both experienced professionals and career switchers who are prepared to learn, practise and grow. Our development model combines the professional platform of AIA, the long-standing performance culture of the Challenge Family, and the structured FOtech™ Ecosystemdeveloped by Virtual Family Office Hong Kong. This means you will not be expected to rely solely on personal experience or generic sales scripts. You will learn through a defined framework covering client development, financial analysis, professional service and team building. Why STARR1919? A structured path from newcomer to leader Our pathway is designed to help you establish your professional foundation, gain practical market experience and develop the capabilities required to lead others. The long-term opportunity is not limited to becoming a capable consultant; high-performing individuals may progress towards senior consulting, team management and leadership roles. A method for professional wealth management As the sole authorised user team of VFO’s FOtech™ product systems, STARR1919 applies a structured operating framework to everyday practice. The framework connects three critical areas: identifying and progressing potential clients, conducting structured analysis and recommendations, and attracting and developing talent. You will also learn to use the Financial Portfolio Algorithm™, a proprietary financial planning analysis tool developed through real-world practice. The tool received a Merit Award in the 2021 Hong Kong Outstanding Financial Planner Awards. Exposure to meaningful client work Through the wider Chiron Chan professional platform, the team’s wealth management focus includes financial planning, insurance planning and family trust services for high-net-worth clients. You will develop the ability to understand complex needs, communicate financial concepts clearly and build trusted, long-term relationships. Coaching that goes beyond classroom training Development includes one-to-one coaching, professional foundations, role practice, practical accompaniment, implementation support and regular review. Our leadership philosophy is simple: provide support when you need it, and challenge you to go further when you are ready. The Role As a Financial Consultant, you will help clients understand their financial priorities and develop appropriate wealth management strategies. At the same time, you will build the professional, commercial and leadership capabilities required for long-term success in the industry. This role may suit you if you are interested in financial planning, investment, wealth management, client advisory work or building a future team of your own. Key Responsibilities • Conduct structured conversations to understand clients’ financial goals, family circumstances, priorities and risk profiles. • Analyse client information and identify relevant financial planning, protection and wealth management needs. • Develop and present clear, tailored recommendations based on each client’s objectives and constraints. • Build and maintain trusted relationships through professional, responsive and ethical service. • Apply structured client-development and financial-analysis methods supported by the FOtech™ Ecosystem. • Conduct market and investment research and keep informed of relevant developments in financial markets. • Explain financial concepts and recommendations in a clear, responsible and client-friendly manner. • Work with senior consultants and the management team to deliver high-quality client solutions. • Participate actively in training, role practice, field implementation, coaching and review sessions. • Progressively develop business development, mentoring, team-building and leadership capabilities. What We Offer • Income opportunity with a monthly allowance and commission potential of approximately HK$20,000–HK$50,000, subject to experience, licensing, performance and applicable company terms. • Performance-based commission scheme and year-end bonus opportunities. • Structured onboarding covering professional knowledge, licensing, client service and practical role development. • One-to-one coaching, practical accompaniment and regular performance review. • Access to the FOtech™ Ecosystem and the team’s structured wealth management methods. • A transparent development pathway towards senior consultant, management and leadership positions. • Preparation resources and potential sponsorship support for relevant qualifications, including IIQE, CFA, CFP or AFP, subject to eligibility and company policy. • Opportunities to participate in professional conventions, conferences and overseas incentive programmes, subject to performance and company arrangements. • Professional awards and recognition programmes. • Recommendation opportunities for executive development programmes. • Group medical insurance and other benefits, subject to the relevant terms and conditions. • A collaborative, ambitious and learning-oriented environment. What Success Looks Like During your first year, you will be expected to build a strong foundation in professional knowledge, client conversations, financial analysis and relationship management. You will also develop consistent working habits, learn to apply the team’s operating framework and demonstrate the ability to take feedback and improve through practice. Over time, strong performers may take on greater responsibility in client management, business development, coaching and team leadership. Progression is based on capability, performance, conduct and the requirements of the business. Who We Are Looking For We are looking for people who are ambitious, coachable and willing to take ownership of their development. You do not need to have everything figured out on day one; you do need the discipline to learn, practise, receive feedback and follow through. Essential qualities • Strong communication, interpersonal and presentation skills. • Genuine interest in financial planning, investment and wealth management. • Self-motivation, resilience and a willingness to learn through practice. • High integrity and a commitment to professional client service. • Ability to work independently while contributing positively to a team. • Interest in developing towards future leadership and people-development responsibilities. Preferred background • Degree holder or equivalent qualification; candidates from all academic backgrounds are welcome. • Experience in financial services, sales, consulting, client service or business development is an advantage but not essential. • Fresh graduates and candidates considering a career transition are welcome. • 1–3 years of working experience is preferred for candidates applying at an experienced level. Development Journey Stage Focus What You Build 1. Establish your foundation Professional knowledge, licensing, service process and role practice Confidence, discipline and technical fundamentals 2. Enter the market with a method Client needs analysis, financial planning and relationship development Advisory skills, trust and consistent execution 3. Develop into a leader Team building, coaching, business development and management Leadership capability and the ability to develop others Meet the Leadership Platform The team is led by Chiron Chan, whose background spans engineering, finance and education. Chiron holds a Bachelor of Engineering degree and an Executive MBA from The Chinese University of Hong Kong, together with professional qualifications including FChFP, CWM and CSN. He has developed experience in private wealth management, high-net-worth client service, financial planning, professional education and talent development. His approach to leadership is to give people a practical method, walk with them through implementation and help them develop the ability to go further independently. Apply Now If you are looking for a structured entry into wealth management, or if you are ready to take your existing experience towards a more entrepreneurial and leadership-oriented career, we would like to hear from you. Please submit your CV and a brief introduction covering: 1 Why you are interested in wealth management. 2 What you hope to develop in your next career step. 3 An example of a goal you pursued through consistent effort. Learn More Learn more about our team, professional platform and career development opportunity: - STARR1919 – A Challenge Family Team: https://starr.chironchan.com - Virtual Family Office Hong Kong – FOtech™ Ecosystem: https://vfo.hk - Chiron Chan & Co., Financial Planners: https://chironchan.com - Career Simulation Experience: https://99.vfo.hk

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