HNW Wealth & Relationship Manager (Asia)

PC Advisory Company; Hong Kong; On-site; HKD 550,000 - 850,000; Full time

Job summary

PC Advisory Company is seeking to join a fast-growing multi-family office (MFO) in Asia as part of its consultancy team. The role targets expanding a high-net-worth client base and delivering bespoke wealth and asset management solutions.

Applicants should hold a bachelor’s degree, have at least 2 years’ experience in banking, insurance, trust services, investment services or wealth management, and possess IIQE Papers 1 and 3 and/or SFC Papers 1, 7, 8.

Qualifications

• Bachelor’s degree holder or above.
• Minimum 2 years of relevant experience in banking, insurance, trust services, investment services, or wealth management.
• Passed IIQE Papers 1 and 3, and/or SFC Papers 1, 7, and 8.
• Proficiency in both written and spoken Chinese and English.
• Fluency in Putonghua is an advantage.
• Strong interpersonal skills, with a proactive and self-motivated approach.

Responsibilities

• Develop and expand a high-net-worth client base while building and maintaining long-term relationships with clients.
• Introduce comprehensive and customised wealth management and asset management solutions tailored to clients’ needs.
• Advisory scope includes investment products and portfolio solutions, EAM, insurance planning, and trust services.

Skills

Client relationship management

Bilingual English/Chinese

Proactive mindset

Education

Bachelor’s degree

Job description

PC Advisory Company is seeking to join a fast-growing multi-family office (MFO) in Asia as part of its consultancy team. The role targets expanding a high-net-worth client base and delivering bespoke wealth and asset management solutions.

Applicants should hold a bachelor’s degree, have at least 2 years’ experience in banking, insurance, trust services, investment services or wealth management, and possess IIQE Papers 1 and 3 and/or SFC Papers 1, 7, 8.