about the company.
Our client is a premier Hong Kong-listed financial group and the core offshore platform of one of China’s most respected securities firms. As a dominant force in the "Red Chip" brokerage space, they serve as a vital link between Mainland Chinese capital and global financial markets. The firm benefits from a household brand name and an extensive network of hundreds of mainland branches, providing a robust ecosystem for wealth management.
about the team.
The team operates with high operational flexibility and an entrepreneurial culture, where Relationship Managers are treated as franchise owners. You will work alongside top-ranked Investment Banking and Research divisions, allowing you to provide holistic "Enterprise + Family" solutions. The environment is streamlined and business-friendly, focusing on rapid account opening and bespoke credit solutions.
about the job.
Onboard and manage a high-quality portfolio of HNW/UHNW clients, with a focus on wealth accumulation and long-term preservation.
Deliver sophisticated investment strategies across global equities, fixed income, and alternative investment products.
Leverage institutional leads to capture "wealth events" such as IPOs, M&As, and Pre-IPO financing opportunities.
Provide market-leading offshore RMB product suites and exclusive IPO allocations to a sophisticated client base.
Utilise flexible collateral hair-cuts and bespoke margin financing to facilitate client investment objectives.
skills & experience required.
5 to 10+ years of experience in Private Wealth Management or Tier-1 Retail Wealth Management (Priority or Private Client segments).
A strong, loyal network of HNW/UHNW clients with demonstrable AUM portability, particularly within the Greater Bay Area (GBA) or Mainland China.
Active SFC Type 1 & 4 licences are mandatory; SFC Type 9 is considered a significant advantage.
Proven ability to thrive in a high-incentive environment with an entrepreneurial mindset.
Fluency in Mandarin and English is required; Cantonese proficiency is highly preferred to manage regional client relationships.
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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