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Relationship Manager ( Wealth Management )

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Onsite

Relationship Manager ( Wealth Management )

Osmium Consulting Group Limited

Relationship Manager ( Wealth Management )

Skills

Compliance

18 days ago

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Important information


Contract type:

Permanent

Location:

Hong Kong

Work mode:

Onsite

Published on:

6 October 2026

What they need


Key Responsibilities

  • Manage and grow a portfolio of HNW clients
  • Provide tailored investment, insurance, and wealth planning solutions
  • Conduct regular portfolio reviews and performance reporting
  • Identify new business opportunities and acquire new clients
  • Ensure compliance with all regulatory and internal policies

Requirements

  • Bachelor's degree in Finance, Business, or related field
  • 3+ years of experience in wealth management, private banking, or financial advisory
  • Strong knowledge of investment products and financial markets
  • Excellent communication and relationship-building skills
  • Relevant licenses (e.g., SFC Type 1,4, IIQE 1,2,3 ) preferred
  • Fluent in Cantonese, English, and Mandarin

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