Independent Financial Advisor - Hong Kong

Headquartered in Hong Kong, with offices in Kuala Lumpur and Shanghai - operating under the SFC Investment Licence, my client has access to the full range of investment products. Advisers are highly qualified and enjoy the support of an experienced management team and technical specialists. This ensures that each of their clients benefit from the wider capabilities of the Group and not just the skills of their individual adviser.


As a Wealth Manager you will develop and maintain long-term client relationships. You will advise your clients on all aspects of wealth management strategies to maximize their wealth opportunities.

  • Building, developing and maintaining long-term client relationships by drawing on your already strong personal contact network.
  • Regular meetings with your clients will enable you to continue fostering your relationships to bring real added value to your clients.
  • Providing advice and investment solutions according to each client’s individual needs and objectives.


  • Experience in advising medium to high net worth clients
  • Formal qualifications (University degree or other recognized financial planning qualifications or diplomas)
  • Extensive product and investment knowledge
  • Outstanding relationship management capabilities
  • Excellent communication skills


  • HKD 20,000 / month.
  • Tiered commission structure starting at 50% and increasing based on production and chosen salary / retainer.
  • Marketing budget for events and promotions according to business plan.
  • Access to warm leads through a digital marketing partnership in HK.
  • Sign on bonus for advisers writing >$100,000 / year.
  • BDM to assist with lead generation.
  • Work visa.
  • Sponsored exams / qualifications.
This summary has been prepared by Grad-Asia on behalf of our client and is intended as a guide only. Although every effort has been made to ensure this information is accurate, it is recommended to check all facts with the client directly.

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