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Wealth Management Advisor

Hong Kong

Job Type



Kowloon Bay Office & Remote

About Frontier

At Frontier, we foster an entrepreneurial spirit where our employees are encouraged to expand their horizons beyond their designated roles and engage in a diverse array of opportunities. We are dedicated to providing comprehensive technical and practical support to all team members, regardless of their level within the organization.

Frontier acknowledges the importance of nurturing and enhancing employees' skill sets, promoting career advancement, and fostering a vibrant social culture. Our internal social events across the teams reflects our commitment to celebrating our company's inclusive culture and fostering camaraderie among our team members.

We set ambitious goals and strive for excellence. We firmly believe in going above and beyond to empower our clients to achieve more.

About the Role

Our Wealth Management Advisors serve to provide advice-based value proposition to a diverse clientele, ranging from mainstream individuals to high net worth individuals (HNWs) and institutions.

Key areas of accountability for this role are:
/ Offer comprehensive tailored financial solutions, across various distribution channels and through third-party distributors, that meet the unique needs and objectives of each client segment

/ Provide professional financial analysis & comprehensive planning strategies to clients.

/ To develop and maintain close relationship with clients and review their financial portfolios periodically.


  • Minimum Academic Requirements: HKDSE (Level 2 or above in 5 subjects, including Chinese/English and Mathematics) or HKCEE (Grade E or above in 5 subjects, including Chinese/English and Mathematics).

  • Strong communication, interpersonal skills & client relationship management.

  • Self confident, initiative and able to work independently.

  • Holder of CFP/CFA qualifications and IIQES licenses would be an advantage

  • Good level of competence in English, Cantonese and Mandarin are preferable.

  • Comprehensive professional training programs.

  • Attractive remuneration package.

  • Excellent career prospects and support on further development.

If you are confident to take this challenge, please send your resume .

All personal data collected will be used for recruitment purpose only.

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