Financial Wealth Manager ( Salaried Role )

Build Your Business — With a Recruitment Team Behind You In today’s market, being a successful financial advisor or insurance agent is no longer just about selling. The biggest challenge for many advisors is building and retaining a strong team — and we understand that recruitment can be time-consuming, frustrating, and difficult. Our client offers something different: a dedicated recruitment support team to help you build your agency , so you can focus on what you do best — bringing in new business, servicing clients, coaching your team, and growing your income . If you are an experienced financial advisor, insurance agent, unit manager, agency leader, or someone looking to take your career to the next level, this is an opportunity designed to help you scale faster with stronger support. Why This Opportunity Stands Out Dedicated Recruitment Support You do not have to build your team alone. Our client provides a professional recruitment team to support your hiring activities, helping you identify, attract, and onboard suitable candidates. This allows you to spend more time on revenue-generating activities and leadership development. Market-Leading Compensation Package Our client offers one of the most competitive compensation packages in the Hong Kong market, including: Attractive commission structure Monthly performance bonuses Annual bonuses Leadership and override income opportunities Incentives and rewards for high performers Long-term career and income growth potential Strong Business Support You will have access to comprehensive support and resources to help you grow your business, including: Professional training and development programmes Sales and product training Leadership and management training Business development support Marketing resources Client events and networking opportunities Administrative and operational support More Time to Focus on Growth With recruitment, training resources, events, and business infrastructure provided, you can focus on: Acquiring new clients Developing referral networks Coaching and mentoring your team Expanding your client portfolio Building a scalable and sustainable financial advisory business Key Responsibilities Provide professional financial planning and insurance advisory services to clients Develop and maintain strong client relationships Identify new business opportunities through referrals, networking, and market development Build and manage a team of advisors or consultants Train, coach, and motivate team members to achieve business goals Work closely with the recruitment support team to grow your agency Participate in company training, events, seminars, and business development activities Maintain high standards of professionalism, compliance, and client service Who We Are Looking For We are particularly interested in speaking with candidates who are currently working as: Financial Advisors Insurance Agents Wealth Management Consultants Relationship Managers Unit Managers Agency Leaders Sales Managers Team Leaders in financial services or insurance Requirements Experience in insurance, wealth management, banking, financial planning, or related sales roles Strong client relationship management and business development skills Entrepreneurial mindset with a desire to grow your own business Leadership experience or strong interest in building a team Self-motivated, ambitious, and results-driven Strong communication and interpersonal skills Relevant Hong Kong insurance or financial advisory licences are preferred Existing client base or team is an advantage, but not essential What You Will Receive Dedicated recruitment team support to help you build your agency Best-in-market compensation package Monthly and annual bonus opportunities Structured training and professional development Strong product, marketing, and business resources Regular client events and networking opportunities Leadership pathway and career advancement Supportive and growth-focused environment Opportunity to build a long-term, scalable business in Hong Kong The Ideal Candidate You are ambitious, commercially minded, and serious about growth. You may already be successful in financial services or insurance, but you know that to reach the next level, you need stronger support, better resources, and a platform that helps you build a team more effectively. If recruitment has been holding you back, this opportunity is built for you. Apply Now If you are ready to grow your financial advisory business with strong recruitment support, market-leading compensation, and a platform designed for ambitious leaders, we would like to speak with you. Confidential conversations are welcome. Please apply now or contact us for a private discussion.