Careers
Our advisers serve affluent and ultra-high-net-worth clients across Hong Kong, Mainland China and Southeast Asia, supporting individuals and families with assets and interests across the region.
Individual Financial Advisory
As an Individual Financial Advisory, you will act as a trusted advisor to clients — taking the time to understand what matters most to them and shaping insurance strategies that help them move confidently toward their goals.
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In this role, you will:
- Cultivate long-standing relationships with private individuals and corporate clients, serving as their first point of contact for financial matters.
- Offer expert guidance across a broad range of areas, including retirement planning, saving, personal protection, family wealth inheritance.
- Conduct thorough reviews to map out each client’s objectives and identify solutions that genuinely fit their circumstances.
- Grow your client base through AI platform, professional networking and proactive relationship development.
- Take ownership of corporate employee benefits and group risk arrangements — overseeing annual renewals, encouraging member engagement and providing continuous servicing throughout the year.
- Work hand in hand with accountants, solicitors and other professional advisers to deliver coordinated, joined-up solutions for shared clients.
- Keep clients abreast of market shifts, regulatory changes and emerging opportunities as they arise
Elite Team
We are looking for an ambitious sales leader with a proven track record of building and managing high-performing teams. You may bring your existing team and client portfolio on board, or build a new unit from the ground up on our platform.
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What we offer:
- A leading compensation stack: personal commission + team management override + recruitment and growth bonuses
- A smooth admin support for all operation process.
- Strong back-office, product training and digital sales tooling.
- A clear IFA management path from Advisor to Team Manager to Regional Director with multi profit share.
- Launch allowance, quality and luxury event, overseas traveling opportunities.