relationship manager.

fast-growing, SFC-licensed External Asset Manager (EAM) & Multi-Family Office headquartered in Central, Hong Kong. Managing close to USD 2 billion in assets with a leadership team bringing over 15 years of international private banking and investment banking heritage, the firm provides unconflicted wealth management, discretionary portfolios, cross-border asset consolidation, and bespoke family office solutions for Ultra-High-Net-Worth Individuals (UHNWIs) and family offices.

As the firm expands its Hong Kong advisory desk, they are seeking entrepreneurial Wealth Managers / Relationship Managers who want to leverage an institutional EAM platform to deliver truly independent advice and superior pricing to their clients.

1. Institutional Bargaining Power: Leverage the firm's ~USD 2B AUM scale to negotiate institutional-grade lending rates, lower custody fees, and superior execution pricing across top private banks in Hong Kong, Singapore, and Switzerland on behalf of your clients.
2. True Open-Architecture & Multi-Asset Breadth: Advise across equities, fixed income, structured products, FX, commodities, rates, and alternative investments—completely free from single-bank product quotas or biased sales targets.
3. Cross-Bank Asset Consolidation: Serve as a single, unified advisory window for clients holding accounts across multiple private banks while keeping client assets safely ring-fenced under their own private bank custody.
4. Holistic Family Office & Legacy Structuring: Deliver customized family trust, tax planning, succession, and discretionary mandate solutions with streamlined onboarding.

1. Acquire, advise, and manage long-term relationships with High-Net-Worth (HNW) / UHNW individuals and family offices across Hong Kong and Greater China.
2. Design and execute customized cross-border asset allocation, discretionary portfolio management, and family trust/succession solutions.
3. Coordinate closely with internal investment research, compliance, and operations teams to deliver seamless client execution and servicing.
4. Represent the platform at industry summits, marketing events, and bespoke client briefings to expand your professional network.
5. Ensure full adherence to SFC regulatory frameworks, AML, and KYC standards.

1. Education: Bachelor's degree or above in Finance, Economics, Business, or related disciplines.
2. Experience: Minimum 5+ years of client-facing experience within Private Banking, Wealth Management, Family Office, or an EAM platform.
3. Product & Market Acumen: Strong familiarity with Hong Kong and cross-border wealth management products (equities, fixed income, structured products, alternatives); deep understanding of family office operations is a strong advantage.
4. Credentials: Active SFC Type 1, 4, or 9 licenses (or eligibility to obtain) strongly preferred.
5. Languages & Mindset: Fluent in Mandarin, Cantonese, and English, with a client-centric, commercial, and ethical approach.