This is a client‑facing advisory role focusing on delivering personalised wealth and risk management solutions as well as insurance products. The position suits professionals with a strong relationship‑management mindset and experience servicing clients in regulated financial or insurance settings.
Key Responsibilities
Provide comprehensive financial and wealth advisory solutions across investment and insurance protection needs Build and sustain trusted, long‑term relationships with private and professional clients Carry out regular financial health checks, portfolio reviews, and planning discussions Deliver client‑centric advice on asset allocation, risk management, and financial planning Stay up to date with regulatory, compliance, and licensing requirements applicable to advisory activities
Key Requirements
Holder of relevant IA and/or SFC licenses
3–5 years’ experience within financial advisory, insurance, or related institutions
Prior exposure to Mainland China clients or markets is advantageous
Strong communication, presentation, and relationship‑building skills
CFP or equivalent professional qualifications are a plus
Open to candidates under IANG, TTPS, or QMAS schemes
Frequently asked questions
Who is hiring for the Client Advisory / Wealth Management role?
Connected Group is hiring for the Client Advisory / Wealth Management position, a Shazamme client. Apply directly on the employer's career site.
Where is the Client Advisory / Wealth Management job located?
The Client Advisory / Wealth Management role with Connected Group is based in Hong Kong, HK.
What does the Client Advisory / Wealth Management role pay?
Connected Group lists the Client Advisory / Wealth Management role at HKD 22,000–23,000 per year.
Is the Client Advisory / Wealth Management role full-time or contract?
This is a full time position at Connected Group.
What experience level is the Client Advisory / Wealth Management role?
The Client Advisory / Wealth Management position is aimed at mid-level candidates.
How do I apply for the Client Advisory / Wealth Management role at Connected Group?
Apply directly on Connected Group's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.