Part-time Consultant (Risk & Wealth Management, HK& GBA)

Company Confidential
Posted on 19-Apr-21

Part-time Consultant (Risk & Wealth Management, HK& GBA)

Company Confidential

Job Highlights

  • High Commission + Bonus
  • GBA Wealth Managment Opportunity
  • Professional parties welcome

Job Description

The Greater Bay Area (GBA) Initiative ( has a long term vision to achieve high degree of financial connectivity, where residents in the major bay area cities such as (HK, SZ, GZ, DG etc) would have access to cross-boundary financial products and enjoy services in line with global standards; and financial institutions would be allowed to grow their businesses across the boundary. 

Under this favorable macro environment, a global Fortune 500 British financial institution is seeking to establish a new consultants team to achieve HK$100M revenue target by 2025. Experienced, energetic and capable business professionals who are looking to seek EXTRA income of $20K+ per month are our target candidates.

In this role, you will :

  • Provide full spectrum of risk & wealth management advisory services , including but not limited to insurance / investment/ succession planning to local clients and also residents in the Greater Bay Area

Preferred skills and qualifications:

  •  Degree holders in any discipline, with min. of 5 years of full time work experience and previous annual income >$400K
  •  Strong sense and interest on different retail financial products (e.g. insurance, funds, equities, bonds etc.)
  •  Responsible, self-disciplined and result oriented mentality
  •  Excellent interpersonal, communications and presentation skills
  • Holders of professional qualifications (CPA, FRM, CFA, LLB, LLM) will be highly preferred 

 We offer:

  • 100% flexible working hours
  • Second to none commission scheme and special bonuses (top producers can expect $20-40K monthly income)
  • A renowned world class brand name with strong local marketing campaign support 
  • Grade A office in TST area with superb sea view for trainings / meetings / casual working 

 If you have any questions, please contact Mr Po at 95512027.

Additional Information

Career Level
Years of Experience
5 years
Job Type
Part Time, Temporary, Contract, Freelance

Company Overview

A HK+SG+NYC+LDN stock exchange listed and UK based financial services firm is expanding rapidly across 13 markets in Asia. The firm has a robust multi-channel distribution platform providing a comprehensive range of protection, savings, and investment products to meet the diverse needs of Asian families.

Additional Company Information

Financial Services
Benefits & Others
Life insurance, Medical insurance, Performance bonus, Work from home, Flexible working hours