Wealth Management Manager | High Net Worth Advisor | Retirement Planner

Company not disclosed

Hong Kong SAR
Salary not specified
Posted
Full-time
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Job Description

We are seeking an experienced Wealth Management Manager / High Net Worth Advisor / Retirement Planner to join our growing team. In this client-facing role, you will drive business development and deliver sophisticated wealth management, retirement planning, pension, and protection solutions to high-net-worth individuals and mass-market clients across Asia. Key Responsibilities - Develop and execute targeted strategies to attract, acquire, and retain high-net-worth clients - Provide expert advisory services on retirement planning products, pension schemes, protection solutions, and comprehensive wealth strategies - Conduct in-depth financial analysis and design tailored recommendations aligned with clients’ goals and risk profiles - Monitor market trends, regulatory developments, and industry best practices in wealth management and retirement planning - Collaborate closely with internal teams to deliver seamless, high-quality client service and support business growth initiatives Requirements - Associate Degree or higher in Business, Finance, Economics, or a related discipline - Valid IIQE qualifications (mandatory) - Proven track record in wealth management, financial planning, or high-net-worth advisory - Excellent communication, interpersonal, and relationship-building skills - Strong ability to cultivate and maintain long-term client relationships - Proficiency in relevant financial planning software and tools - Fluency in Cantonese and English; additional language skills are an advantage

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