Wealth Planning Advisor
HK work visa requiredLead initial conversations, asset diagnosis, needs mapping, planning support, and long-term relationship management for HNW families, business owners, and institutional clients.
Join Us
Colin Capital is building a long-term service system centered on wealth planning, connecting licensed platforms and a professional network. We welcome partners with capability, prudence, and a long-term client view.
NODE · SYD
Lead initial conversations, asset diagnosis, needs mapping, planning support, and long-term relationship management for HNW families, business owners, and institutional clients.
Help clients understand the functional differences of funds, ETFs, bonds, equities, and cash-management tools, and coordinate client access, product explanation, execution, and servicing via licensed securities platforms.
Help clients map protection, savings, annuity, succession, asset-isolation, and cross-border needs, and coordinate product explanation, application, and servicing via licensed insurance platforms.
Run the website, WeChat, RED, Channels, short-video platforms, and other content channels — producing professional content on wealth planning, securities, insurance, and owner asset arrangements, and improving client conversion.
Support the chairman across client communication, business partnerships, meeting arrangements, project follow-up, document organisation, content publishing, and daily company management.
Choose a role and upload your résumé — we will contact suitable candidates shortly.
Or email your résumé to: [email protected]