Are you an experienced Private Wealth Management Relationship Manager looking to leverage a massive warm client pipeline? Join a premier Tier-1 investment banking group in Hong Kong driving portfolio growth for Greater China HNW clients. Capitalise on strong referral flows from Mainland headquarters while managing bespoke asset allocation solutions today.
about the company.
Our client is a premier Tier-1 investment banking and financial conglomerate, widely recognized as a market leader in Asia. Backed by top-tier institutional strength, the firm’s Wealth Management platform offers an elite suite of global asset allocation, wealth planning, and investment solutions, catering to high-net-worth and ultra-high-net-worth individuals across Greater China and global markets.
about the team.
You will join a high-performing Private Wealth Management (PWM) desk that benefits from massive institutional backing. The desk is uniquely positioned with an exceptionally strong, active referral pipeline directly from the firm’s Mainland China headquarters, providing a steady flow of warm, high-net-worth leads to ensure team success.
about the job.
As a PWM Relationship Manager (Farmer focus), your primary responsibility will be deepening relationships with an existing, warm client ecosystem rather than cold prospecting:
- Monetise HQ Referrals: Manage, nurture, and convert high-quality HNW/UHNW client leads actively funneled from the Mainland China headquarters.
- Relationship Farming: Focus on long-term client retention, portfolio deepening, and account growth through exceptional relationship management.
- Tailored Wealth Solutions: Deliver comprehensive global asset allocation, discretionary portfolio management, structured products, and family office solutions tailored to client needs.
- Accessible Targets: Benefit from highly achievable and realistic production targets, heavily supported by continuous internal lead generation.
skills & experience required.
- Minimum 3–5 years of experience in client relationship management within Private Wealth Management, Premier Banking, or Asset Management.
- Strong "Farmer" mindset—excellent at building trust, nurturing long-term client relationships, and driving client retention.
- Deep understanding of wealth management products, including equities, fixed income, structured products, and global asset allocation.
- Proven track record in portfolio management and client engagement within the Greater China HNW/UHNW segment.
- Excellent interpersonal and communication skills; fluent in Mandarin and English.
If you are interested in this role, please click 'Apply Now' or send your CV directly to pearl.chu@randstad.com.hk.
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