relationship manager (uhnw).

an innovative, rebranded External Asset Manager (EAM) & multi-family office platform headquartered in Hong Kong with regional expansion into Singapore. Combining over a decade of group heritage with a cutting-edge, transparent fee model and agentic AI-powered portfolio advisory technology, they deliver bespoke wealth solutions for entrepreneurs, corporate executives, investors, and HNW/UHNW families.

about the job.the firm is actively scaling its client advisory desk in Hong Kong and is seeking entrepreneurial Relationship Managers (RMs) from Private Banking, Commercial Banking, or Premier/Retail Banking who want to break free from traditional bank product-pushing and build long-term client trust.

• Unconflicted Open Architecture & AI Tech: Advise and manage discretionary or advisory portfolios powered by an agentic AI portfolio module—with a transparent fee structure and zero hidden or biased product remuneration.
• Comprehensive Family Office & Structuring Suite: Offer end-to-end capabilities including Hong Kong Open-ended Fund Companies (OFCs), Singapore S13O/S13U Family Office structures, Variable Capital Companies (VCCs), succession planning, and white-labeled custody.
• Multi-Channel Candidate Backgrounds: Welcoming high-performing RMs from Private Banking, Corporate/Commercial Banking, or Premier Retail Banking looking for an entrepreneurial EAM platform.
• Alternative & Impact Investing Access: Differentiate your pitch with specialized access to liquid strategies, private alternatives, and impact investing.

skills & experiences required.

• Onboard, advise, and manage relationships with entrepreneurs, corporate executives, and HNW/UHNW families across Hong Kong and the region.
• Conduct holistic wealth discovery—evaluating client assets, liabilities, family dynamics, and business interests—to build customized, long-term wealth roadmaps.
• Partner with internal specialists across investments, tax, legal, and insurance to structure efficient asset-holding and succession frameworks.
• Drive revenue growth and Net New Money (NNM) acquisition through advisory/discretionary mandates and family office setup solutions.
• Minimum 3+ years of client-facing experience as a Relationship Manager within Private Banking, Commercial Banking, Asset Management or Premier Wealth Management.
• Advisory Mindset: Strong track record in client acquisition and relationship management, with a passion for transparent, goal-based wealth planning rather than transactional sales.
• Product & Structuring Acumen: Solid grasp of multi-asset investment portfolios, alternatives, and cross-border wealth/family office structuring (HK/SG/TW/JP/India/Korea).
• Credentials & Languages: Active SFC Type 1 / 4 / 9 licenses (or eligibility) preferred and CFA holders. Fluent in English and Chinese (Cantonese and/or Mandarin) with additional languages would be advantage.