Private Wealth Manager: Grow AUM with EAM and IB Clients

CLSA; Hong Kong; On-site; HKD 1,200,000 - 2,400,000; Full time

Job summary

CLSA is seeking a seasoned wealth management professional in Hong Kong to independently expand and manage client relationships with External Asset Managers and Introducing Brokers, focusing on increasing AUM and revenue while delivering full private wealth services.

The role requires 5+ years in wealth management or private banking, strong market knowledge, and fluency in English and Putonghua (Cantonese advantageous).

Qualifications

• Degree or above in Economics, Finance, or related discipline.
• Established client base with proven track record in sourcing, onboarding, and growing relationships to increase AUM and revenue.
• Strong knowledge of global financial markets, investment products, and wealth planning strategies.
• Fluent in English and Putonghua; Cantonese is an advantage.
• High integrity and compliance awareness.

Responsibilities

• Develop and maintain strong client relationships with EAM, IB, HNW and corporate clients to acquire new business and grow AUM.
• Provide execution services across equities, fixed income, OTC derivatives, mutual funds, alternative investments, and structured products.
• Identify and present new investment opportunities, review portfolios and post trade performance, and offer tailored ideas and market insights.
• Lead client onboarding, including KYC, CDD, AML reviews, and account opening; ensure compliance and timely updates of client profiles.
• Work closely with dealing, product, compliance, and IT teams to optimize workflows and support operational enhancements.

Skills

Client relationship management

Business development

Financial markets knowledge

Communication

KYC/AML compliance

Education

Bachelor's degree in Economics/Finance or related discipline

Job description

CLSA is seeking a seasoned wealth management professional in Hong Kong to independently expand and manage client relationships with External Asset Managers and Introducing Brokers, focusing on increasing AUM and revenue while delivering full private wealth services.

The role requires 5+ years in wealth management or private banking, strong market knowledge, and fluency in English and Putonghua (Cantonese advantageous).