portfolio advisory - wealth management - hnw in Hong Kong

tim wong, randstad hong kong
job type
HK$ 70,000 - HK$ 100,000 per month

job details

hong kong
banking & financial services
job type
working hours
HK$ 70,000 - HK$ 100,000 per month
reference number
tim wong, randstad hong kong
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job description

about the company.

Our client is a long established asset management with Type 1,4 & 9 business in Hong Kong and offices across the globe. We are looking to hire an Relationship Manager to joint the Wealth Management and maintain in-depth relationships with the business

about the job.
  • Design and construct investment solutions according to client requirements across different asset classes, which are not limited to balance sheet solutions, overlay management, structuring of complex products and asset allocation advice
  • Conduct research on global markets / issues with focus on portfolio construction and formulating investment advice /opinion by utilizing quantitative and qualitative methods
  • Work closely with sales team, portfolio managers for underlying asset classes, quantitative investment teams to provide suitable investment solutions to clients
  • Prepare written and statistical analyses as needed for clients / prospects and media
  • Serve as an investment resources for marketing events / client meetings

skills & experiences required.
  • Ability to bring, build and grow client relationships with great communication, interpersonal and relationship skills.
  • Disciplined, respectful, trustworthy, self-starter and able to adapt in an entrepreneurial, changing and fast-paced environment.
  • A problem solver and good listener, able to assist client’s needs, obtain feedback, identify areas of improvement with a positive can-do attitude aiming at a high customer satisfaction.
  • A perfectionist, always seek continuous improvement, learn from mistakes and adapt behaviour, based on feedback from clients and colleagues.
  • Dedicated to take responsibility and maintain the highest standards with respect to risks and the company’s policies and obligations.
  • Good team player, highly flexible and always willing to deliver high quality work and exceed targets/goals set.

To apply online, please click on the link below. Alternatively, for a confidential discussion please contact Tim WONG on + 852 2232 3415 or email: Tim.wong@randstad.com.hk


no additional skills required


no additional qualifications required

educational requirements

Bachelor Degree