HNW Relationship Assistant & Portfolio Advisor

moomoo; Hong Kong; On-site; HKD 400,000 - 700,000; Full time

Job summary

moomoo in Hong Kong seeks a Relationship Manager to serve high-net-worth clients, build lasting partnerships, and drive AUM and revenue targets. You will tailor investment portfolios with input from IA and product teams, delivering client-focused advice aligned with risk profiles.

Open to graduates between January 2026 and August 2027. Fluency in English, Mandarin and Cantonese is required. A client-centric mindset and strong PWM compliance awareness are essential.

Qualifications

• Bachelor's degree or above, preferably in Finance, Economics, or a related field.
• Excellent command of spoken and written English, Mandarin and Cantonese.
• High level of customer-centric mindset to deliver exceptional quality services for customers.
• Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance.
• Fluent in Chinese and English, with solid reading, writing and cross-cultural collaboration skills.

Responsibilities

• Assist Relationship Manager to manage key partner relationships to achieve business targets.
• Explore new business opportunities in order to company strategy.
• Building tight relationship with high-net-worth clients to complete team AUM and revenue target.
• Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile.
• Support marketing team to build high-net-worth activities based on the team resources.
• Responsible for serving high-net-worth clients, including account opening, maintenance, and related tasks. Manage credit quality and monitor margin levels.
• Work on ad hoc projects and tasks assigned by management.

Skills

Relationship management

AUM targets

Portfolio analysis

Cross-cultural communication

Education

Bachelor's degree or above

Finance/Economics preferred

Job description

moomoo in Hong Kong seeks a Relationship Manager to serve high-net-worth clients, build lasting partnerships, and drive AUM and revenue targets. You will tailor investment portfolios with input from IA and product teams, delivering client-focused advice aligned with risk profiles.

Open to graduates between January 2026 and August 2027. Fluency in English, Mandarin and Cantonese is required. A client-centric mindset and strong PWM compliance awareness are essential.