Relationship Manager (Wealth Management)
Core
Manage and elevate relationships with High-Net-Worth (HNW) clients by designing bespoke global asset allocation plans covering HK/US equities and public/private equity funds.
Role type
Wealth Management Specialist / Relationship Manager
Builds
Bespoke global asset allocation plans and diversified financial product portfolios for HNW clients
Domain
Wealth Management / Securities Brokerage
Deliverable
client delivery
Required skills
SFC Type 1 Regulated Activity License, Cantonese (native-level), Mandarin (professional), English (professional), Financial market knowledge (HK/US stocks), Asset allocation, Wealth planning
Preferred skills
1–3 years experience in securities brokerage/wealth management/private banking, SFC Type 1 license already held, Degree from prestigious university
Technologies
None stated
Responsibilities
Maintain and deepen daily relationships with HNW clients to enhance loyalty and asset retention; Proactively identify and acquire potential premium clients; Leverage firm's investment research to communicate market views and help clients develop tailored investment plans; Assist in asset allocation planning and portfolio management; Monitor client investment dynamics and provide regular portfolio reviews and market reports