MFO Relationship Manager

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

Our client, a fast-growing multi-family office (MFO) in Asia, is looking for high-calibre talent to join its consultancy team.

Job 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.

Requirements

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.