Position title
Wealth Manager

We are seeking career driven individuals with an established network/portfolio to join our thriving Wealth Management team in Hong Kong.

Acuma Hong Kong is expanding and we are looking for individuals that want to learn, develop, and build a successful career within our fastest growing market. We are looking for individuals who can present our investment offerings to prospective clients.

  • Conducting market research into the country, demographics, and clients’ needs to ensure that every client interaction adds value first.
  • Be responsible for a combination of new business development and managing existing clients across a defined territory.
You will need:
  • An established network/portfolio within your jurisdiction
  • A proven track record within wealth management or financial advisory
  • The ability to manage your time efficiently and autonomously.
  • To be a strong communicator, capable of engaging with people from all backgrounds.
  • To be highly ambitious and driven to be successful.
  • To be a proactive individual who enjoys taking responsibility for your performance.

Experience in the following fields would be considered an asset:

  • Property
  • Real Estate
  • Asset Management
  • FinTech
  • Banking
  • Foreign Exchange (FX)
  • Wealth Management
  • Business Development
  • Sales
  • Investment Banking
Job Benefits

Successful individuals will be provided with:

  • A first class learning and development platform to help further professional development and qualifications
  • Comprehensive induction training to allow you to transfer existing experience
  • One to one mentorship from one of our world class wealth managers
  • Daily training sessions from your allocated manager on sales, client relationship skills and wealth management to ensure you grow on a professional level daily.
  • Market leading rewards, incentives, and bonus structures (Uncapped, tax free GBP earning potential)
  • Access to market leading unique in-house products and fintech services, along with many global funds available through Institutions and Investment Banks

Acuma Hong Kong Limited is an Insurance Intermediary regulated by the Hong Kong Insurance Authority (IA). Licence No. FB1195.

Our IA qualified financial advisers will help you make the best financial decisions by providing advice on life insurance, inheritance tax planning, education fee planning, pension planning and any other matters related to personal financial planning.

Employment Type
Financial Services
Job Location
Hong Kong, Hong Kong SAR, Hong Kong
Date posted
November 20, 2023
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