Wealth Advisor

Role Summary

A dynamic opportunity for entrepreneurial professionals to build a sustainable wealth advisory practice serving High-Net-Worth Individuals across Greater China.

Key Responsibilities

1. Develop and manage long-term relationships with high-net-worth clients
2. Provide comprehensive wealth planning solutions including investment, insurance, and financial strategies
3. Source and onboard new clients through professional networks and referrals
4. Conduct ongoing portfolio reviews and proactive market-aligned advice

Required Qualifications

1. Strong entrepreneurial mindset
2. Proven ability to build client relationships
3. Excellent communication skills
4. Mandarin and/or Cantonese language proficiency preferred
5. Background in wealth management, financial advisory, or related fields

Compensation & Benefits

Performance-driven role with uncapped earning potential and opportunity for long-term income growth and career advancement.