Relationship Manager

Key Responsibilities / 崗位職責

1.Fundraising & Business Development: Lead the fundraising efforts for the firm’s fund products and EAM (External Asset Management) business; actively acquire and expand client relationships across High-Net-Worth Individuals (HNWIs), Ultra-High-Net-Worth Individuals (UHNWIs) and family offices.

資金募集與業務拓展: 主導公司旗下基金產品及 EAM（外部資產管理）業務的資金募集（Fundraising），積極開拓高淨值個人（HNWIs）、超高淨值客戶（UHNWIs）及家族辦公室。

2.HNW Client Servicing & Relationship Management: Understand and assess clients’ asset allocation needs, deliver tailored financial solution proposals, and build and maintain long-term, high-trust relationships to drive continuous growth in AUM.

高淨值客戶服務與關係維護: 深入瞭解客戶的資產配置需求，為其提供專業的金融服務方案，建立並保持長期、高信任度的客戶關係，持續提升資產管理規模。

3.Private Bank Onboarding & Channel Liaison: Coordinate and liaise with partner private banks and custodian institutions; manage and drive the end-to-end PB onboarding process for HNW clients.

私行開戶與管道對接: 負責與各大合作私人銀行及託管機構溝通協調，推進高淨值客戶的私行開戶流程。

4.Sales Strategy & Target Achievement: Align with the firm’s business plan to develop and execute individual and team fundraising/sales strategies, ensuring the achievement of target AUM growth and revenue goals.

行銷策略與業績達成: 配合公司業務規劃，制定並執行個人及團隊的募資與銷售計畫，確保完成既定的 AUM 募集目標及創收指標。

Requirements / 任職要求

1.Education & Experience: Bachelor’s degree or above in Finance, Economics, Business, or related disciplines; 3-5+ years of relevant experience in wealth management, private banking or external asset management, with a proven track record in fundraising.

學歷與工作年限： 金融、經濟、商務等相關專業本科及以上學歷，具備 3–5 年以上財富管理、私人銀行或外部財富管理相關崗位從業經驗，有良好的募資業績記錄。

2.Core PB Onboarding Experience: In-depth knowledge of end-to-end PB onboarding, KYC/AML regulatory standards, and account management across major private banks.

核心私行開戶經驗： 深入熟悉各大主流私人銀行的完整開戶流程、KYC/AML 監管標準及帳戶運維。

3. Private Banking Experience: Prior direct work experience with major Private Banks is strongly preferred.

私行從業背景： 具備知名私人直接工作經驗者優先考慮。

4.Industry Knowledge & Licensing: Familiar with Hong Kong SFC Type 4 & Type 9 licensed business models, private fund structures, and EAM operational mechanisms.

專業知識與牌照： 熟悉香港 4/9 號牌照業務模式、私募基金架構及 EAM（外部資產管理）運作機制。

5.Language & Communication Skills: Fluent in spoken and written Cantonese and English, with exceptional high-net-worth client communication skills, business negotiation acumen, and a high standard of professional ethics.

語言與溝通能力： 具備流利的粵語及英語溝通與書面表達能力，擁有卓越的高端客戶溝通技巧、商務談判能力及高度的職業操守。