HNW Relationship Assistant | Portfolio Guidance

Futu Holdings Limited; Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Job summary

Futu Holdings Limited in Hong Kong is seeking a proactive Relationship Manager assistant to support key partner relationships and help achieve business targets. You will explore new opportunities, build ties with high-net-worth clients, and work with the IA and product teams to provide tailored investment portfolio advice based on each client's needs and risk profile.

You will also support marketing efforts for high-net-worth activities, handle account openings and maintenance, monitor credit

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• Excellent command of spoken and written English, Mandarin and Cantonese.
• High level of customer-centric mindset to deliver exceptional service.
• Familiarity with PWM processes and regulations, with strong risk awareness and compliance.
• Fluent in Chinese and English with cross-cultural collaboration skills.

Responsibilities

• Assist Relationship Manager to manage key partner relationships and achieve targets.
• Explore new business opportunities aligned with company strategy.
• Build strong relationships with high-net-worth clients to achieve AUM and revenue targets.
• Provide portfolio analysis and investment advice based on client needs and risk profile.
• Support marketing in high-net-worth activities and client events.
• Serve high-net-worth clients including account opening, maintenance, and related tasks; monitor credit quality and margins.
• Handle ad hoc projects as assigned by management.

Skills

Relationship management

Client advisory

Portfolio analysis

Cross-cultural communication

English–Mandarin–Cantonese

Education

Bachelor's degree in Finance or related field

Tools

CRM systems

Portfolio management software

Job description

Futu Holdings Limited in Hong Kong is seeking a proactive Relationship Manager assistant to support key partner relationships and help achieve business targets. You will explore new opportunities, build ties with high-net-worth clients, and work with the IA and product teams to provide tailored investment portfolio advice based on each client's needs and risk profile.

You will also support marketing efforts for high-net-worth activities, handle account openings and maintenance, monitor credit