HNW Wealth Advisor | Autonomous Book Builder

Fulbright Financial Group; Hong Kong; On-site; HKD 450,000 - 850,000; Full time

Benefits offered by this job

Uncapped commissions

Diversified product platform

Entrepreneurial autonomy to grow your书

Job summary

Fulbright Financial Group seeks a Relationship Manager to drive client acquisitions and manage portfolios for HNWIs, PIs, and family offices across Hong Kong and China, leveraging a diversified product suite with entrepreneurial autonomy to build and scale your own client book.

The role emphasizes strong sales performance, advisory quality, and close collaboration with internal teams to deliver bespoke solutions while complying with SFC regulations. Mandarin/Cantonese preferred.

Qualifications

• SFC Type 1 & 4 licenses holder.
• 2+ years of proven business development within wealth management or premium brokerage.
• Strong sales performance and capital-raising track record.

Responsibilities

• Acquire and onboard net-new HNWIs, PIs, and family offices across Hong Kong and China to scale AUM and trading volumes.
• Structure customized investment portfolios matching clients' risk appetites with global allocation strategies.
• Build trust-based advisory relationships; monitor market trends and client positions to drive retention, cross-selling, and reinvestment.
• Collaborate with internal investment and operations teams to craft bespoke, integrated solutions for key clients.
• Adhere to SFC rules and internal standards.

Skills

SFC Licenses

Network of HNWIs

Business Development

Sales Negotiation

English Fluency

Job description

Fulbright Financial Group seeks a Relationship Manager to drive client acquisitions and manage portfolios for HNWIs, PIs, and family offices across Hong Kong and China, leveraging a diversified product suite with entrepreneurial autonomy to build and scale your own client book.

The role emphasizes strong sales performance, advisory quality, and close collaboration with internal teams to deliver bespoke solutions while complying with SFC regulations. Mandarin/Cantonese preferred.