AI-Powered Family Wealth Principal

About the role

AI-Powered Family Wealth Principal / Wealth Growth Partner at WealthAxis Family Office. The role involves driving market expansion targeting high-net-worth individuals (HNWIs) and cross-border families in Hong Kong and Mainland China, providing professional financial analysis and customized wealth management solutions, and leveraging AI tools and social media platforms to build personal branding and expand client reach.

Key responsibilities

• Drive market expansion targeting high-net-worth individuals (HNWIs) and cross-border families in Hong Kong and Mainland China

• Provide professional financial analysis and customized wealth management/legacy planning solutions

• Utilize company-provided AI tools and social media channels (小紅書/抖音爆款內容) to build personal branding and expand client reach

• Collaborate with multi-disciplinary team of experts to deliver bespoke family office advisory services

About you

• Bachelor’s degree or above from a recognized university (Mainland graduates from HK universities, Top Talent Pass holders, and local financial talents are highly welcome).

• Strong passion for wealth management, insurance, or private family office advisory

• Confident, self-motivated, with excellent interpersonal and presentation skills

• Familiarity with Mainland social media platforms (小紅書/抖音/微信) is a strong advantage

• Fluency in Mandarin and common Cantonese/English

About us

Established in 2012, WealthAxis Family Office serves as a comprehensive multi-family office. We are dedicated to crafting clear wealth management blueprints for ultra-high-net-worth (UHNW) families and helping them achieve sustainable legacy growth. Our core leadership team has built an advanced career platform that leverages AI-driven financial analysis and emerging social media ecosystems to generate premium client connections.

Benefits

• Flexible compensation: Choose between Competitive Base Salary + High Commission + Performance Bonuses OR Top-Tier Pure Commission Structure with Uncapped Rewards

• Full visa sponsorship and smooth renewal support for Mainlander graduates and Top Talent Pass holders.

• Exclusive Client Event Ecosystem: Access to private client salons, luxury networking events, and tailored family office workshops

• Structured Mentorship: Comprehensive training covering both internal industry know-how and market practices