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Open nowFirst seen 15 hours ago

Relationship Manager, Family Office Advisor

Perennial77 open roles

Where
Hong Kong, Hong Kong
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Your applicationOpen nowRelationship Manager, Family Office AdvisorPerennial · Hong Kong, Hong Kong

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The clock on this job

Early applications get read.

11.4% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.0%1 day
  2. 4.2%3 days
  3. 11.4%7 days
  4. 17.5%14 days
  5. 34.2%30 days
  6. 43.5%60 days
This job: first seen 15 hours ago

The posting

Our client is a well-established and growing External Asset Manager (EAM) based in Hong Kong, specializing in bespoke wealth management solutions for high-net-worth individuals and families. The firm partners with leading private banks and financial institutions across Hong Kong, Singapore, and Dubai to deliver tailored investment strategies and a high standard of client service.

We are seeking highly motivated and experienced Relationship Managers with an entrepreneurial mindset to join this dynamic platform. The successful candidate will be responsible for acquiring, managing, and growing a portfolio of high-net-worth clients, providing independent investment advisory and holistic wealth management solutions.

This role requires strong relationship-building capabilities, solid market knowledge, and the ability to deliver customized financial strategies aligned with clients' objectives. Candidates should be commercially driven, client-focused, and comfortable operating in a performance-oriented environment.

Responsibilities:

  • Client acquisition, develop and maintain strong relationships with HNWIs and HNW families.
  • Provide independent investment advisory and wealth management solutions tailored to clients' needs.
  • Collaborate with internal investment professionals to deliver top-tier financial products and services.
  • Ensure compliance with relevant financial regulations and internal policies.
  • Act as a trusted advisor by providing comprehensive financial planning, portfolio management, and risk management solutions.

Qualifications:

  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • Minimum of 5-7 years of experience in private or priority banking, wealth management or external asset management.
  • Proven track record of acquiring and managing high-net-worth clients.
  • Strong knowledge of financial markets, investment products, and regulatory requirements.
  • Excellent communication, interpersonal, and negotiation skills.

Pure commission based, with attractive performance-based incentives. A client-centric, independent, and entrepreneurial work environment. Access to world-class financial products and banking platforms. Career growth opportunities within a fast-expanding organization.

If you are a highly driven professional looking to take your career in wealth management to the next level, we invite you to apply for this exciting opportunity. Interested candidates, apply now and submit your CV in word format.

Job Ref: QWW4R8YWEA

No 23S1936

What We Offer:

  • Competitive compensation package, including attractive performance-based incentives.
  • A client-centric, independent, and entrepreneurial work environment.
  • Access to world-class financial products and banking platforms.
  • Career growth opportunities within a fast-expanding organization.

If you are a highly driven professional looking to take your career in wealth management to the next level, we invite you to apply for this exciting opportunity.

Interested candidates, APPLY NOW and submit your CV in word format. 

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