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
- Develop and manage long-term relationships with high-net-worth clients
- Provide comprehensive wealth planning solutions including investment, insurance, and financial strategies
- Source and onboard new clients through professional networks and referrals
- Conduct ongoing portfolio reviews and proactive market-aligned advice
Required Qualifications
- Strong entrepreneurial mindset
- Proven ability to build client relationships
- Excellent communication skills
- Mandarin and/or Cantonese language proficiency preferred
- 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.