How to become a financial and investment adviser
Official title: Financial and investment advisers
Also called: Estate planner, Financial planner, Investment adviser
Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf.
Main tasks
- Building and maintaining a client base
- Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies
- Setting financial objectives, and developing and implementing strategies for achieving them
- Arranging to buy and sell stocks and bonds for clients
- Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
- Recommending and arranging insurance cover for clients
Ways in
- University: Business & Commerce degrees, Offered by 33 universities in Hong Kong
Pay · Outlook · AI and this job
- Median pay: HK$48,000 a month
- About 1,542,900 people in 2025, and about 1,639,100 projected by 2028. (+6.2%)
- Generative AI could change many tasks in this job, which usually reshapes the work more than it replaces it, by the ILO's global estimate.
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Questions people ask
How do I become a financial and investment adviser?
Ways in include: Business & Commerce degrees.
Do you need a degree to become a financial and investment adviser?
Usually. 92% of people in this job hold a bachelor's degree or higher.
Will AI change the work of a financial and investment adviser?
Generative AI could change many tasks in this job, which usually reshapes the work more than it replaces it, by the ILO's global estimate.
Sources
- Census and Statistics Department (2021 Population Census): 2021 Population Census, Interactive Data Dissemination Service: working population by occupation (38 groups) and sex, age, education, income; median income and field of education (9 groups) (2021 Population Census), retrieved 4 October 2026
- Census and Statistics Department (General Household Survey): Median monthly employment earnings by occupation (9 groups), excluding foreign domestic helpers (Table 210-06317A); employed persons by occupation, age and sex (210-06307A) and by industry (210-06308A) (2025 annual (series to 2026-07)), retrieved 4 October 2026
- Labour and Welfare Bureau; tables published by C&SD: Mid-term Update of Manpower Projection to 2028: supplementary statistical tables (5 occupation groups, 17 selected industries) (2025 to 2028 (published 2026-09)), retrieved 4 October 2026
- International Labour Organization, Generative AI and Jobs: A Refined Global Index of Occupational Exposure (ILO Working Paper 140, Gmyrek et al.) (ILO Working Paper 140, May 2025, Annex Table A1), CC BY 4.0, retrieved 4 October 2026
Updated 4 October 2026