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Introduction:

Our client is seeking a Relationship Manager to join their growing team. This role offers the opportunity to build and expand your own portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients, supported by a robust investment platform, comprehensive product suite, and dedicated operational support. As a trusted advisor, you will deliver tailored wealth management solutions while driving assets under management (AUM) growth and long-term client relationships.

Responsibilities:

1. Acquire and manage HNW/UHNW client relationships.
2. Drive AUM growth and revenue generation.
3. Provide tailored wealth management and investment solutions.
4. Advise on Precious Metals (Gold/Silver), Mutual Funds, and Private Fund products.
5. Deliver market insights and investment recommendations.
6. Ensure compliance with SFC regulations and KYC/AML requirements.

Requirements:

1. Minimum 3+ years' experience in Relationship Management, Private Banking, External Asset Management (EAM), or Wealth Management.
2. Demonstrated success in acquiring and managing HNW/UHNW client relationships.
3. Strong knowledge of investment products, particularly Precious Metals, Mutual Funds, and Alternative Investments.
4. Relevant HK SFC licenses (Type 1, 4 and/or 9) or HKSI 1,2,7 are highly preferred.
5. Established client network with a proven track record of business generation and revenue growth.
6. Fluency in English, Cantonese, and Mandarin.
7. Strong interpersonal, communication, negotiation, and presentation skills.
8. Highly driven, entrepreneurial mindset with a strong focus on results and client satisfaction.