the international asset management and financial services house with a presence across key financial hubs in Asia and Europe. They offer bespoke wealth solutions, discretionary strategies, alternative investments, and income-generating funds tailored for Ultra-High-Net-Worth Individuals (UHNWIs), family offices, and private holdings. The firm is aggressively expanding its regional distribution network in Hong Kong and is seeking high-performing Relationship Managers (RMs) across Private Banking, Commercial Banking, or Premier/Retail Banking who are ready to monetize their client networks and drive asset growth.about the job.
- Proactively onboard, build, and manage relationships with HNW/UHNW individuals, family offices, and institutional client accounts.
- Drive revenue generation by pitching customized discretionary portfolios, income fund strategies, and alternative asset management solutions.
- Identify client wealth management needs, providing tailored portfolio allocation, estate, and asset servicing strategies.
- Expand client networks across Hong Kong, Mainland China, and regional markets to achieve Net New Money (NNM) and revenue targets.
skills & experiences required.
- Experience: Minimum 3+ years of client-facing experience as a Relationship Manager (RM) within Private Banking, Commercial Banking, or Premier/Retail Wealth Management.
- Track Record: Proven ability to drive revenue, acquire high-net-worth clients, and build long-term advisory relationships.
- Product Knowledge: Solid understanding of global wealth management products, fixed income, equity funds, and alternative investment structures.
- Mindset: Highly commercial, self-motivated, and target-driven with strong execution capabilities.
- Languages: Fluent in English and Chinese (Cantonese and/or Mandarin).