High-Net-Worth Financial Planning Consultant

Mastery Company·Financial Services

Active within 4 daysFull Time

HK work visa available

3 to 5 yrs exp

Bachelor

9.0 hrs/day, 5 days/wk

HK $30K-60K/Month

Job Description

Job Responsibilities

Provide comprehensive financial planning services tailored to high-net-worth individuals, including wealth preservation, estate planning, tax optimization, and intergenerational wealth transfer strategies.
Conduct in-depth financial assessments to understand clients』 goals, risk tolerance, liquidity needs, and long-term aspirations, then develop customized, holistic financial plans.
Collaborate with external specialists—including trust attorneys, tax accountants, insurance advisors, and investment managers—to coordinate seamless execution of complex financial strategies.
Maintain and grow a portfolio of high-net-worth clients through proactive relationship management, regular portfolio reviews, and timely strategic adjustments aligned with evolving personal and market conditions.
Stay current with regulatory developments, financial products, market trends, and advanced planning techniques to ensure recommendations remain compliant, innovative, and client-centric.

Requirements

Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field; CFP®, CFA®, ChFC®, or PFS certification strongly preferred.
Minimum of 5 years of progressive experience delivering financial planning and advisory services to ultra-high-net-worth or high-net-worth clients.
Proven expertise in advanced planning areas such as charitable giving, family limited partnerships, grantor retained annuity trusts (GRATs), and private placement life insurance (PPLI).
Strong analytical, communication, and interpersonal skills—with demonstrated ability to translate complex financial concepts into clear, actionable insights for sophisticated clients.
Valid Series 7 and 66 licenses (or willingness to obtain within 90 days); adherence to fiduciary standards and commitment to ethical, transparent client service.

Benefits

Competitive base salary complemented by a performance-based commission structure with uncapped earning potential.
Comprehensive health, dental, and vision insurance, plus generous paid time off and flexible work arrangements.
401(k) plan with employer match, professional development stipend, and reimbursement for continuing education and credential maintenance.
Access to proprietary planning tools, research platforms, and a dedicated support team including paraplanners and compliance specialists.
A collaborative, client-first culture with opportunities for leadership growth, mentorship, and recognition within a nationally respected wealth management firm.

Commercial Banking

Retail Banking

Investment Banking

Cantonese

English

Mandarin