Independent Wealth Manager for UHNW & Cross-Border Families

Randstad Hong Kong; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Randstad Hong Kong Limited is seeking entrepreneurial Wealth Managers to join its Hong Kong advisory desk. You will acquire, advise and manage long-term relationships with HNW/UHNW individuals and family offices across Hong Kong and Greater China.

You will design cross-border asset allocation and discretionary portfolios, coordinating with internal research, compliance and operations to deliver seamless client servicing while adhering to SFC standards.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related disciplines.
• 5+ years in client-facing Private Banking/Wealth Management or EAM platforms.
• Active SFC licenses (Type 1/4/9) preferred or eligible.

Responsibilities

• Acquire, advise and manage long-term relationships with HNW/UHNW individuals and family offices in HK and Greater China.
• Design and execute cross-border asset allocation and discretionary portfolios.
• Coordinate with research, compliance and operations to ensure seamless client servicing.
• Represent the platform at events and client briefings to grow the network.
• Ensure adherence to SFC regulations, AML and KYC standards.

Skills

Client acquisition

Business development

Portfolio management

Education

Bachelor's degree

Job description

Randstad Hong Kong Limited is seeking entrepreneurial Wealth Managers to join its Hong Kong advisory desk. You will acquire, advise and manage long-term relationships with HNW/UHNW individuals and family offices across Hong Kong and Greater China.

You will design cross-border asset allocation and discretionary portfolios, coordinating with internal research, compliance and operations to deliver seamless client servicing while adhering to SFC standards.