Private client acquisition
Hong Kong · Commission only
About the role
We are looking for driven people to bring new private clients to our wealth and financial planning practice. You source your own prospects, present what we do, and turn interest into a first consultation with our advisers. Pay is commission only and you set your own hours.
Location requirement
You must currently live in Hong Kong and be able to meet prospective clients and attend events in person in Hong Kong. We are unable to consider applicants based outside Hong Kong.
What you will do
- Find your own prospects through your network, LinkedIn, events and referrals.
- Present our services clearly to individuals and families who could benefit from them.
- Book first consultations with our advisers, who take the client from there.
- Keep your pipeline organised and follow up until each lead reaches a decision.
What we are looking for
- Someone living in Hong Kong with a network you can open doors in.
- Fluent French or Mandarin: you will speak with clients in their language.
- Experience or studies in sales, business development, finance or a client-facing role.
- A strong drive to earn. Pay is commission only, so what you make depends entirely on the clients you bring in.
- Confidence starting conversations with people you don't know yet, and persistence when the answer is “not now”.
- Self-organised: no one sets your schedule or your targets for the week.
What you get
- Commission on every client you bring in (commission only, no base salary).
- Freedom to work the hours and channels that suit you.
- Training on our services and on how to approach clients the right way.
Pay and conduct
- Pay is commission only: there is no base salary. The terms of engagement are confirmed in writing before you start.
- This role introduces our services and books consultations; it does not involve advising on insurance or investment products, which in Hong Kong requires a licence from the Insurance Authority or the Securities and Futures Commission.
- Outreach to prospective clients must follow Hong Kong's privacy and direct marketing rules. We show you how as part of your training.
We welcome applications from everyone and assess candidates on merit. In line with Hong Kong's anti-discrimination ordinances, we do not discriminate on grounds of sex, pregnancy, breastfeeding, marital status, disability, family status or race.
Questions? Write to lucie@fostierconsulting.com.