Company Description

Established in 2000, AMG Financial Group is a leading provider of wealth management and financial advisory services in the region. The company is backed by senior executives with expertise in adviser business support, team development, strategic partnerships, financial products, and investment portfolio management. AMG offers a wide range of financial services to both individual and corporate clients, including life insurance, general insurance, employee benefits, trust and estate planning, and MPF. FWD became a shareholder of AMG Wealth Management Limited in February 2016.

Role Description

This is an on-site role for a Wealth Management Consultant located in Hong Kong SAR. The Wealth Management Consultant will be responsible for providing comprehensive financial planning and advisory services to clients. Daily tasks include conducting consultations, developing investment strategies, managing retirement planning, and delivering tailored financial solutions. The role also involves maintaining strong client relationships to ensure satisfaction and retention.

Qualifications

• Financial Planning and Retirement Planning skills
• Finance and Investments knowledge
• Consulting expertise
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Certified Financial Planner (CFP) or equivalent qualification is preferred
• Relevant experience in wealth management or financial advisory services
• IIQE Paper 1 & 3