Relationship Manager (Wealth Management)

Relationship Manager (Wealth Management)

Client: Well-Established Hong Kong Brokerage Firm

Location: Kowloon Bay, Hong Kong

Reporting Line: Directly to CEO

Base Salary: HKD 40,000 – 60,000 (Up to HKD 70,000 for top-tier candidates)

Package: 12-month base salary + average 2-month discretionary bonus + attractive commission / revenue share

​Position Overview

​We are seeking a high-caliber Relationship Manager (Wealth Management) to join a well-established Hong Kong brokerage firm. Reporting directly to the CEO, the ideal candidate will drive business growth by expanding high-net-worth (HNW) client portfolios and delivering tailored wealth management solutions.

​Key Responsibilities

·         ​Client Relationship & Business Development: Acquire, develop, and maintain long-term relationships with High-Net-Worth (HNW) individuals and institutional clients; boost total AUM and drive revenue growth.

·         ​Investment Advisory: Provide comprehensive wealth management solutions, asset allocation advice, and market insights tailored to client investment objectives.

·         ​Portfolio Management Execution: Oversee portfolio execution and collaborate with internal execution/operational teams on trade settlement, fund transfers, and client onboarding.

·         ​Compliance & Risk Control: Ensure all sales, advisory, and operational activities strictly adhere to internal policies as well as regulatory standards (SFC / HKMA).

​Key Requirements

·         ​Track Record & Portfolio: Proven track record in wealth management with a portable client book (AUM) and strong sales performance.

·         ​Licensing Requirements:

·         ​Mandatory: Mandatory SFC License for Type 1 (Dealing in Securities) and Type 4 (Advising on Securities).

·         ​Preferred: SFC Type 1 license holder or strong background in Portfolio Management is highly preferred.

​Background & Experience:

·         ​Minimum 3 years of experience in Wealth Management, Private Banking, or Retail Banking (servicing HNW/Premium segment).

·         ​Candidates from Private Banks, Retail Banks, Investment Banks, or Securities Firms are welcome.

​Education & Languages:

​Bachelor’s degree in Finance, Business Administration, or a related discipline.

​Fluent in Mandarin and Cantonese/English.

Interested candidates are invited to reach out directly via Direct Message (DM) or send your CV to: [email protected]