A premier External Asset Management (EAM) firm in Hong Kong is looking for a Relationship Manager with a strong portable client base. Capitalise on excellent fund performance, premier private banking networks, and hybrid work arrangements. Apply now to advance your career.
about the company.
Our client is a well-established External Asset Management (EAM) platform with an exceptional track record in Hong Kong. Renowned for delivering independent wealth management solutions, the firm boasts strong institutional relationships with major global private banks and a suite of high-performing funds.
about the team.
You will join a high-calibre team of seasoned private wealth managers and investment strategists. The firm fosters a collaborative environment that provides comprehensive middle- and back-office execution support. With top-quartile fund performance and direct access to leading custodian platforms, the team enables advisors to deliver tailor-made wealth strategies to high-net-worth clients efficiently.
about the job.
- Drive private wealth management business growth by acquiring, onboarding, and managing High-Net-Worth Individuals (HNWIs) and family offices.
- Leverage a portable book of business to mobilize assets under management (AUM) onto the firm's open-architecture platform.
- Utilize strong custodian bank relationships across top-tier private banks to execute seamless client transactions and custody arrangements.
- Provide independent, unbiased investment advice and macro market commentary aligned with client wealth preservation and growth goals.
- Enjoy autonomy and flexible work arrangements with freedom over daily schedule and remote working capabilities.
skills & experience required.
- Degree holder in Finance, Economics, Business Administration, or a related field.
- Minimum of 6 to 10 years' experience in private banking, wealth management, or external asset management.
- Proven track record of managing High-Net-Worth clients with a demonstrated portable AUM and established client book.
- Valid regulatory criteria and licensing (e.g., SFC Type 1 / Type 4 / Type 9 or HKMA equivalent) to conduct regulated investment activities.
- Deep knowledge of multi-asset investment solutions, private banking booking centers, and wealth planning vehicles.
- Self-motivated, entrepreneurial mindset with high ethical standards and client commitment.
- Professional fluency in English or Chinese (Cantonese or Mandarin) is preferred.
If you are interested in this role, please click 'Apply Now' or send your CV directly to doris.dong@randstad.com.hk.
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