We are supporting a well‑established foreign securities firm in hiring a Private Wealth Management Relationship Manager to join their expanding team. This role is ideal for professionals who are passionate about delivering sophisticated wealth solutions and nurturing long-term client relationships across global markets.
Location: HKI
Key Responsibilities
• Manage and grow a portfolio of high‑net‑worth individuals by offering a full spectrum of investment products, including equities, futures, structured solutions, mutual funds, bonds, and various OTC instruments.
• Provide tailored investment insights and deliver premium advisory services that meet clients’ financial objectives.
• Drive business development by onboarding new private wealth clients and identifying opportunities across Hong Kong, Mainland China, and international markets.
Requirements
• Holder of SFC or HKMA licences, with a minimum of two years’ relevant experience gained from Private Banking, Wealth Management, or Asset Management.
• Strong proficiency in spoken and written English, Cantonese, and Mandarin.
• Solid Microsoft Word and Excel skills, along with competent Chinese word‑processing ability.
• A proactive, accountable team player who thrives under pressure and adapts well in a fast-paced environment.
• Exceptional communication and interpersonal skills, with the ability to engage and build rapport with discerning clients.
