headquartered in Hong Kong, we are an elite boutique financial services firm specializing in bespoke investment solutions for professional investors, including Family Offices, High-Net-Worth Individuals (HNWIs), and Endowments.
operating on a sophisticated Open Architecture Platform, we provide our clients with unrestricted access to diverse global investment opportunities and data-driven strategies. Our firm is built on a culture of transparency, flexibility, and a long-term, client-centric service model. As the Asia-Pacific wealth market continues to expand, we are looking for high-caliber professionals to join our growing team.
about the job.
this is a full-time, on-site role in Hong Kong for a seasoned Relationship Manager at the Vice President (VP) or Director level. You will be a key driver in identifying and acquiring high-value clients while delivering tailored investment solutions that meet complex financial needs.
skills & experiences required.
licensing: the Licensed Representative by the SFC for Type 1 and 4 regulated activities.
track record: proven success in HNWI / UHNWI service and relationship management.
industry experience: the minimum of 3–5 years of experience in Private Banking or Wealth Management (candidates with 7+ years will be considered for the Director level).
academic background: bachelor’s degree in Finance, Business, Economics, or a related field. CFA or CFP designations are a significant advantage.
technical knowledge: deep understanding of financial markets, multi-asset investment products, and portfolio management strategies.
languages: bilingual fluency in English and Mandarin is required. Proficiency in Cantonese is a strong advantage.
analytical skills: strong ability to assess financial data, research trends, and translate them into client-centric strategies.
tools: proficiency in Bloomberg, financial trading systems, and the Microsoft Office Suite.